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 | $55,528 | $228,332-75.7% | $185,823-70.1% | $158,922-65.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.03% | 40.80%-27.8pp | 35.95%-22.9pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,223 | $4,967-75.4% | $4,087-70.1% | $4,761-74.3% |
| Participant deferral / active EE | $6,094 | $6,415-5.0% | $5,632+8.2% | $5,982+1.9% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |