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 | $61,115 | $117,841-48.1% | $102,423-40.3% | $145,922-58.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 57.34% | 31.65%+25.7pp | 29.32%+28.0pp | 561.29%-503.9pp |
| Employer contribution / active EE | $3,061 | $3,615-15.3% | $3,023+1.2% | $4,660-34.3% |
| Participant deferral / active EE | $8,288 | $5,731+44.6% | $5,053+64.0% | $6,688+23.9% |
| Admin fee / account holder | $240 | $13,326-98.2% | $9,451-97.5% | $13,397-98.2% |