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 9-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 | $61,378 | $135,952-54.9% | $123,892-50.5% | $273,961-77.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.52% | 56.63%-52.1pp | 47.52%-43.0pp | 41.45%-36.9pp |
| Employer contribution / active EE | $8,538 | $5,170+65.2% | $4,617+84.9% | $4,869+75.4% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $26 | $9,817-99.7% | $8,357-99.7% | $10,132-99.7% |