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 8-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 | $64,931 | $121,625-46.6% | $104,607-37.9% | $158,922-59.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 17.13% | 465.26%-448.1pp | 340.46%-323.3pp | 302.83%-285.7pp |
| Employer contribution / active EE | $971 | $3,163-69.3% | $2,681-63.8% | $4,761-79.6% |
| Participant deferral / active EE | $3,715 | $4,177-11.1% | $3,740-0.7% | $5,982-37.9% |
| Admin fee / account holder | $187 | $7,787-97.6% | $6,473-97.1% | $11,246-98.3% |