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 | $75,420 | $211,958-64.4% | $169,463-55.5% | $135,375-44.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 10.53% | 3.26%+7.3pp | 1.83%+8.7pp | 519.73%-509.2pp |
| Employer contribution / active EE | $6,464 | $5,120+26.3% | $4,159+55.4% | $4,779+35.3% |
| Participant deferral / active EE | $3,531 | $6,075-41.9% | $5,277-33.1% | $5,609-37.0% |
| Admin fee / account holder | $8 | $11,471-99.9% | $9,109-99.9% | $10,827-99.9% |