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 | $60,045 | $103,376-41.9% | $87,100-31.1% | $152,861-60.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 23.85% | 28.10%-4.2pp | 28.19%-4.3pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,867 | $3,220-42.0% | $2,521-25.9% | $4,762-60.8% |
| Participant deferral / active EE | $1,800 | $4,778-62.3% | $4,049-55.5% | $5,850-69.2% |
| Admin fee / account holder | $20 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |