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 10-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 | $66,942 | $157,256-57.4% | $141,162-52.6% | $152,861-56.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.97% | 64.32%-43.4pp | 71.39%-50.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,364 | $5,261-55.1% | $4,735-50.1% | $4,762-50.4% |
| Participant deferral / active EE | $7,706 | $7,109+8.4% | $6,709+14.9% | $5,850+31.7% |
| Admin fee / account holder | $38 | $12,120-99.7% | $10,261-99.6% | $11,596-99.7% |