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 3-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 | $67,604 | $74,888-9.7% | $71,209-5.1% | $142,382-52.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.51% | 345.14%-323.6pp | 282.51%-261.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,884 | $2,854+1.0% | $2,721+6.0% | $4,299-32.9% |
| Participant deferral / active EE | $6,989 | $4,454+56.9% | $4,175+67.4% | $6,507+7.4% |
| Admin fee / account holder | $30 | $5,568-99.5% | $5,349-99.4% | $12,624-99.8% |