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 | $63,612 | $177,572-64.2% | $154,803-58.9% | $142,382-55.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.91% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,911 | $4,810-60.3% | $4,305-55.6% | $4,299-55.5% |
| Participant deferral / active EE | $10,522 | $6,272+67.8% | $5,540+89.9% | $6,507+61.7% |
| Admin fee / account holder | $276 | $16,786-98.4% | $14,329-98.1% | $12,624-97.8% |