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 | $66,890 | $165,984-59.7% | $164,813-59.4% | $145,922-54.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.13% | 100.03%-89.9pp | 69.93%-59.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $14,421 | $5,273+173.5% | $4,341+232.2% | $4,660+209.5% |
| Participant deferral / active EE | $15,988 | $6,959+129.7% | $6,031+165.1% | $6,688+139.1% |
| Admin fee / account holder | -$797 | $16,648-104.8% | $12,690-106.3% | $13,397-106.0% |