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 6-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 | $52,328 | $210,648-75.2% | $177,989-70.6% | $145,922-64.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.60% | 385.86%-369.3pp | 294.48%-277.9pp | 561.29%-544.7pp |
| Employer contribution / active EE | $868 | $4,565-81.0% | $3,949-78.0% | $4,660-81.4% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,688-100.0% |
| Admin fee / account holder | $92 | $12,013-99.2% | $10,363-99.1% | $13,397-99.3% |