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 | $60,287 | $111,754-46.1% | $103,333-41.7% | $145,922-58.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.62% | 24.77%-6.2pp | 24.88%-6.3pp | 561.29%-542.7pp |
| Employer contribution / active EE | $16,729 | $4,212+297.1% | $3,868+332.5% | $4,660+259.0% |
| Participant deferral / active EE | $13,810 | $5,619+145.8% | $5,057+173.1% | $6,688+106.5% |
| Admin fee / account holder | $164 | $9,750-98.3% | $8,355-98.0% | $13,397-98.8% |