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 | $59,721 | $81,632-26.8% | $70,449-15.2% | $158,922-62.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 18.40% | 208.40%-190.0pp | 109.03%-90.6pp | 302.83%-284.4pp |
| Employer contribution / active EE | $3,736 | $3,217+16.1% | $2,737+36.5% | $4,761-21.5% |
| Participant deferral / active EE | $2,225 | $4,554-51.1% | $3,709-40.0% | $5,982-62.8% |
| Admin fee / account holder | $60 | $6,193-99.0% | $3,845-98.4% | $11,246-99.5% |