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 | $72,189 | $109,817-34.3% | $98,442-26.7% | $167,490-56.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.96% | 1956.69%-1941.7pp | 1492.73%-1477.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $3,578 | $3,224+11.0% | $2,960+20.9% | $4,837-26.0% |
| Participant deferral / active EE | $14,231 | $4,673+204.5% | $4,276+232.8% | $6,341+124.4% |
| Admin fee / account holder | $20 | $6,753-99.7% | $5,949-99.7% | $12,309-99.8% |