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 4-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 | $68,003 | $210,648-67.7% | $177,989-61.8% | $145,922-53.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.27% | 385.86%-373.6pp | 294.48%-282.2pp | 561.29%-549.0pp |
| Employer contribution / active EE | $3,742 | $4,565-18.0% | $3,949-5.2% | $4,660-19.7% |
| Participant deferral / active EE | $3,742 | $6,958-46.2% | $6,276-40.4% | $6,688-44.1% |
| Admin fee / account holder | $276 | $12,013-97.7% | $10,363-97.3% | $13,397-97.9% |