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 | $66,440 | $159,602-58.4% | $150,045-55.7% | $142,382-53.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.50% | 70.24%-47.7pp | 62.55%-40.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $3,081 | $4,961-37.9% | $4,693-34.4% | $4,299-28.3% |
| Participant deferral / active EE | $5,509 | $8,310-33.7% | $7,997-31.1% | $6,507-15.3% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |