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 | $55,421 | $183,519-69.8% | $155,509-64.4% | $145,922-62.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.35% | 61.17%-47.8pp | 64.67%-51.3pp | 561.29%-547.9pp |
| Employer contribution / active EE | $3,178 | $5,313-40.2% | $4,672-32.0% | $4,660-31.8% |
| Participant deferral / active EE | $7,022 | $6,462+8.7% | $5,626+24.8% | $6,688+5.0% |
| Admin fee / account holder | $14 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |