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 | $53,282 | $117,841-54.8% | $102,423-48.0% | $145,922-63.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.34% | 31.65%-18.3pp | 29.32%-16.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,239 | $3,615-38.0% | $3,023-25.9% | $4,660-51.9% |
| Participant deferral / active EE | $9,119 | $5,731+59.1% | $5,053+80.5% | $6,688+36.4% |
| Admin fee / account holder | $170 | $13,326-98.7% | $9,451-98.2% | $13,397-98.7% |