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 5-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 | $68,592 | $158,398-56.7% | $126,539-45.8% | $142,382-51.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.05% | 593.76%-578.7pp | 425.95%-410.9pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,931 | $4,650-58.5% | $3,674-47.4% | $4,299-55.1% |
| Participant deferral / active EE | $9,935 | $4,767+108.4% | $4,083+143.4% | $6,507+52.7% |
| Admin fee / account holder | $41 | $6,918-99.4% | $6,065-99.3% | $12,624-99.7% |