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 3-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 | $69,282 | $99,918-30.7% | $81,382-14.9% | $145,922-52.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.72% | 34.32%-19.6pp | 24.73%-10.0pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,365 | $2,978-54.1% | $2,463-44.6% | $4,660-70.7% |
| Participant deferral / active EE | $1,698 | $4,605-63.1% | $3,883-56.3% | $6,688-74.6% |
| Admin fee / account holder | $277 | $8,212-96.6% | $5,768-95.2% | $13,397-97.9% |