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 8-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 | $72,342 | $197,591-63.4% | $177,821-59.3% | $158,922-54.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.56% | 58.76%-39.2pp | 48.32%-28.8pp | 302.83%-283.3pp |
| Employer contribution / active EE | $3,616 | $6,697-46.0% | $5,918-38.9% | $4,761-24.1% |
| Participant deferral / active EE | $15,499 | $8,405+84.4% | $7,714+100.9% | $5,982+159.1% |
| Admin fee / account holder | $20 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |