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 | $49,617 | $74,888-33.7% | $71,209-30.3% | $142,382-65.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.50% | 345.14%-326.6pp | 282.51%-264.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,972 | $2,854+4.1% | $2,721+9.2% | $4,299-30.9% |
| Participant deferral / active EE | $3,570 | $4,454-19.9% | $4,175-14.5% | $6,507-45.1% |
| Admin fee / account holder | $247 | $5,568-95.6% | $5,349-95.4% | $12,624-98.0% |