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 7-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 | $60,077 | $124,281-51.7% | $109,143-45.0% | $167,490-64.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 20.02% | 26.04%-6.0pp | 25.75%-5.7pp | 478.56%-458.5pp |
| Employer contribution / active EE | $3,061 | $4,207-27.3% | $3,722-17.8% | $4,837-36.7% |
| Participant deferral / active EE | $13,725 | $5,255+161.2% | $4,653+195.0% | $6,341+116.4% |
| Admin fee / account holder | $20 | $7,970-99.7% | $6,752-99.7% | $12,309-99.8% |