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 | $55,264 | $106,584-48.1% | $101,326-45.5% | $142,382-61.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.07% | 36.93%-19.9pp | 36.82%-19.7pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,908 | $3,956-26.5% | $3,665-20.7% | $4,299-32.4% |
| Participant deferral / active EE | $4,989 | $8,297-39.9% | $7,994-37.6% | $6,507-23.3% |
| Admin fee / account holder | $133 | $11,446-98.8% | $11,185-98.8% | $12,624-98.9% |