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 | $62,139 | $114,381-45.7% | $107,525-42.2% | $142,382-56.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.58% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,663 | $4,015-33.7% | $3,754-29.1% | $4,299-38.1% |
| Participant deferral / active EE | $4,005 | $5,564-28.0% | $5,116-21.7% | $6,507-38.5% |
| Admin fee / account holder | $183 | $9,860-98.1% | $8,919-98.0% | $12,624-98.6% |