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 3-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 | $73,499 | $88,751-17.2% | $81,812-10.2% | $145,922-49.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 11.40% | 1025.40%-1014.0pp | 773.79%-762.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $966 | $3,083-68.7% | $2,912-66.8% | $4,660-79.3% |
| Participant deferral / active EE | $13,204 | $4,643+184.4% | $4,319+205.7% | $6,688+97.4% |
| Admin fee / account holder | $229 | $8,415-97.3% | $7,386-96.9% | $13,397-98.3% |