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 9-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 | $55,762 | $74,888-25.5% | $71,209-21.7% | $142,382-60.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.93% | 345.14%-325.2pp | 282.51%-262.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,516 | $2,854-11.9% | $2,721-7.5% | $4,299-41.5% |
| Participant deferral / active EE | $6,289 | $4,454+41.2% | $4,175+50.6% | $6,507-3.4% |
| Admin fee / account holder | $143 | $5,568-97.4% | $5,349-97.3% | $12,624-98.9% |