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 5-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 | $58,849 | $202,432-70.9% | $169,368-65.3% | $139,434-57.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 30.37% | 531.74%-501.4pp | 405.60%-375.2pp | 372.94%-342.6pp |
| Employer contribution / active EE | $10,000 | $4,692+113.1% | $4,013+149.2% | $4,751+110.5% |
| Participant deferral / active EE | $10,950 | $6,938+57.8% | $6,221+76.0% | $6,710+63.2% |
| Admin fee / account holder | $60 | $10,708-99.4% | $9,003-99.3% | $11,403-99.5% |