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 | $70,125 | $201,272-65.2% | $184,203-61.9% | $145,922-51.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.07% | 29.00%-15.9pp | 28.81%-15.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $8,226 | $7,022+17.1% | $6,427+28.0% | $4,660+76.5% |
| Participant deferral / active EE | $13,944 | $9,806+42.2% | $9,131+52.7% | $6,688+108.5% |
| Admin fee / account holder | $10 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |