See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,302 | $152,587-59.8% | $125,175-51.0% | $152,861-59.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.74% | 54.84%-33.1pp | 43.79%-22.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,916 | $4,946-41.1% | $3,865-24.6% | $4,762-38.8% |
| Participant deferral / active EE | $7,732 | $5,868+31.8% | $4,937+56.6% | $5,850+32.2% |
| Admin fee / account holder | $274 | $13,434-98.0% | $9,702-97.2% | $11,596-97.6% |