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 | $59,364 | $162,781-63.5% | $133,956-55.7% | $158,922-62.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.39% | 41.94%-21.5pp | 45.09%-24.7pp | 302.83%-282.4pp |
| Employer contribution / active EE | $11,025 | $4,975+121.6% | $3,919+181.3% | $4,761+131.6% |
| Participant deferral / active EE | $8,763 | $5,911+48.2% | $5,048+73.6% | $5,982+46.5% |
| Admin fee / account holder | $125 | $11,736-98.9% | $8,927-98.6% | $11,246-98.9% |