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 10-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 | $66,611 | $177,572-62.5% | $154,803-57.0% | $142,382-53.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.17% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $10,325 | $4,810+114.6% | $4,305+139.8% | $4,299+140.2% |
| Participant deferral / active EE | $10,590 | $6,272+68.9% | $5,540+91.1% | $6,507+62.7% |
| Admin fee / account holder | $138 | $16,786-99.2% | $14,329-99.0% | $12,624-98.9% |