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 6-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 | $64,958 | $106,584-39.1% | $101,326-35.9% | $142,382-54.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.84% | 36.93%-18.1pp | 36.82%-18.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,847 | $3,956-2.7% | $3,665+5.0% | $4,299-10.5% |
| Participant deferral / active EE | $7,315 | $8,297-11.8% | $7,994-8.5% | $6,507+12.4% |
| Admin fee / account holder | $109 | $11,446-99.1% | $11,185-99.0% | $12,624-99.1% |