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 6-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 | $66,174 | $214,378-69.1% | $200,582-67.0% | $142,382-53.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.01% | 46.41%-29.4pp | 42.33%-25.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $4,459 | $6,841-34.8% | $6,419-30.5% | $4,299+3.7% |
| Participant deferral / active EE | $8,994 | $9,865-8.8% | $9,331-3.6% | $6,507+38.2% |
| Admin fee / account holder | $111 | $17,692-99.4% | $16,305-99.3% | $12,624-99.1% |