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 | $62,967 | $110,257-42.9% | $96,544-34.8% | $139,434-54.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 22.14% | 26.32%-4.2pp | 25.84%-3.7pp | 372.94%-350.8pp |
| Employer contribution / active EE | $5,479 | $3,620+51.4% | $2,965+84.8% | $4,751+15.3% |
| Participant deferral / active EE | $3,159 | $5,548-43.1% | $4,851-34.9% | $6,710-52.9% |
| Admin fee / account holder | $18 | $11,591-99.8% | $8,252-99.8% | $11,403-99.8% |