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 | $68,312 | $117,983-42.1% | $101,794-32.9% | $142,382-52.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.57% | 36.92%-23.3pp | 30.53%-17.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,941 | $2,773-30.0% | $2,289-15.2% | $4,299-54.8% |
| Participant deferral / active EE | $7,663 | $4,714+62.6% | $4,084+87.6% | $6,507+17.8% |
| Admin fee / account holder | $154 | $10,433-98.5% | $8,777-98.2% | $12,624-98.8% |