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 | $60,395 | $157,256-61.6% | $141,162-57.2% | $152,861-60.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.24% | 64.32%-41.1pp | 71.39%-48.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,486 | $5,261-71.8% | $4,735-68.6% | $4,762-68.8% |
| Participant deferral / active EE | $5,742 | $7,109-19.2% | $6,709-14.4% | $5,850-1.9% |
| Admin fee / account holder | $15 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |