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 | $77,751 | $106,515-27.0% | $96,683-19.6% | $139,434-44.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.86% | 38.43%-23.6pp | 35.69%-20.8pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,862 | $4,103-54.6% | $3,737-50.2% | $4,751-60.8% |
| Participant deferral / active EE | $8,420 | $5,454+54.4% | $4,878+72.6% | $6,710+25.5% |
| Admin fee / account holder | $23 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |