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 | $55,703 | $107,452-48.2% | $91,541-39.1% | $142,382-60.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.51% | 22.06%-8.5pp | 20.50%-7.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,603 | $2,994-13.1% | $2,505+3.9% | $4,299-39.4% |
| Participant deferral / active EE | $3,055 | $4,754-35.7% | $4,008-23.8% | $6,507-53.1% |
| Admin fee / account holder | $67 | $8,834-99.2% | $6,956-99.0% | $12,624-99.5% |