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 | $68,467 | $183,519-62.7% | $155,509-56.0% | $145,922-53.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.48% | 61.17%-49.7pp | 64.67%-53.2pp | 561.29%-549.8pp |
| Employer contribution / active EE | $15,437 | $5,313+190.6% | $4,672+230.4% | $4,660+231.3% |
| Participant deferral / active EE | $7,167 | $6,462+10.9% | $5,626+27.4% | $6,688+7.2% |
| Admin fee / account holder | $190 | $19,313-99.0% | $15,912-98.8% | $13,397-98.6% |