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 | $79,353 | $104,974-24.4% | $95,585-17.0% | $142,382-44.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.80% | 210.33%-192.5pp | 38.56%-20.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,984 | $2,779-28.6% | $2,527-21.5% | $4,299-53.9% |
| Participant deferral / active EE | $2,480 | $4,352-43.0% | $4,023-38.3% | $6,507-61.9% |
| Admin fee / account holder | $60 | $6,386-99.1% | $6,127-99.0% | $12,624-99.5% |