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 | $60,132 | $159,602-62.3% | $150,045-59.9% | $142,382-57.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.08% | 70.24%-49.2pp | 62.55%-41.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,764 | $4,961-64.4% | $4,693-62.4% | $4,299-59.0% |
| Participant deferral / active EE | $3,817 | $8,310-54.1% | $7,997-52.3% | $6,507-41.3% |
| Admin fee / account holder | $69 | $14,846-99.5% | $13,435-99.5% | $12,624-99.5% |