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 | $66,786 | $110,261-39.4% | $95,745-30.2% | $139,434-52.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.84% | 27.11%-7.3pp | 28.35%-8.5pp | 372.94%-353.1pp |
| Employer contribution / active EE | $940 | $3,257-71.1% | $2,835-66.8% | $4,751-80.2% |
| Participant deferral / active EE | $940 | $4,676-79.9% | $4,245-77.9% | $6,710-86.0% |
| Admin fee / account holder | $150 | $6,613-97.7% | $5,678-97.4% | $11,403-98.7% |