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 | $79,239 | $162,781-51.3% | $133,956-40.8% | $158,922-50.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.86% | 41.94%-28.1pp | 45.09%-31.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,126 | $4,975-77.4% | $3,919-71.3% | $4,761-76.3% |
| Participant deferral / active EE | $4,810 | $5,911-18.6% | $5,048-4.7% | $5,982-19.6% |
| Admin fee / account holder | $258 | $11,736-97.8% | $8,927-97.1% | $11,246-97.7% |