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 | $62,773 | $106,584-41.1% | $101,326-38.0% | $142,382-55.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.13% | 36.93%-14.8pp | 36.82%-14.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $6,898 | $3,956+74.4% | $3,665+88.2% | $4,299+60.5% |
| Participant deferral / active EE | $10,243 | $8,297+23.4% | $7,994+28.1% | $6,507+57.4% |
| Admin fee / account holder | $20 | $11,446-99.8% | $11,185-99.8% | $12,624-99.8% |