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 | $64,907 | $163,101-60.2% | $136,749-52.5% | $142,382-54.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.12% | 27.54%-10.4pp | 24.33%-7.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $875 | $4,117-78.7% | $3,400-74.3% | $4,299-79.6% |
| Participant deferral / active EE | $0 | $5,585-100.0% | $4,692-100.0% | $6,507-100.0% |
| Admin fee / account holder | $230 | $14,318-98.4% | $11,386-98.0% | $12,624-98.2% |