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 7-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 | $54,921 | $77,634-29.3% | $156,549-64.9% | $62,891-12.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.64% | 50.32%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,696 | $3,444-50.8% | $5,501-69.2% | $2,281-25.6% |
| Participant deferral / active EE | $3,818 | $3,045+25.4% | $4,871-21.6% | $3,203+19.2% |
| Admin fee / account holder | $58 | $5,561-99.0% | $13,027-99.6% | $4,296-98.6% |