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 | $67,033 | $104,974-36.1% | $95,585-29.9% | $142,382-52.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.02% | 210.33%-192.3pp | 38.56%-20.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,839 | $2,779+2.2% | $2,527+12.4% | $4,299-34.0% |
| Participant deferral / active EE | $4,700 | $4,352+8.0% | $4,023+16.9% | $6,507-27.8% |
| Admin fee / account holder | $26 | $6,386-99.6% | $6,127-99.6% | $12,624-99.8% |