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 4-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 | $64,662 | $107,452-39.8% | $91,541-29.4% | $142,382-54.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.79% | 22.06%-1.3pp | 20.50%+0.3pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,563 | $2,994-47.8% | $2,505-37.6% | $4,299-63.6% |
| Participant deferral / active EE | $12,000 | $4,754+152.4% | $4,008+199.4% | $6,507+84.4% |
| Admin fee / account holder | $140 | $8,834-98.4% | $6,956-98.0% | $12,624-98.9% |