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 | $68,967 | $159,602-56.8% | $150,045-54.0% | $142,382-51.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.05% | 70.24%-52.2pp | 62.55%-44.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,113 | $4,961-77.6% | $4,693-76.3% | $4,299-74.1% |
| Participant deferral / active EE | $7,668 | $8,310-7.7% | $7,997-4.1% | $6,507+17.8% |
| Admin fee / account holder | $201 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |