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 | $59,729 | $114,381-47.8% | $107,525-44.5% | $142,382-58.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.31% | 242.71%-224.4pp | 181.32%-163.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,743 | $4,015-56.6% | $3,754-53.6% | $4,299-59.5% |
| Participant deferral / active EE | $8,379 | $5,564+50.6% | $5,116+63.8% | $6,507+28.8% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |