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 3-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 | $68,320 | $104,974-34.9% | $95,585-28.5% | $142,382-52.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.80% | 210.33%-195.5pp | 38.56%-23.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,105 | $2,779-24.2% | $2,527-16.7% | $4,299-51.0% |
| Participant deferral / active EE | $12,556 | $4,352+188.5% | $4,023+212.1% | $6,507+92.9% |
| Admin fee / account holder | $100 | $6,386-98.4% | $6,127-98.4% | $12,624-99.2% |