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 10-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 | $50,737 | $98,750-48.6% | $149,696-66.1% | $79,858-36.5% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.2pp |
| Annual return | 19.73% | 27.43%-7.7pp | 276.60%-256.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $3,225 | $3,216+0.3% | $4,644-30.6% | $2,471+30.5% |
| Participant deferral / active EE | $8,158 | $5,680+43.6% | $6,842+19.2% | $3,740+118.1% |
| Admin fee / account holder | $278 | $6,053-95.4% | $9,309-97.0% | $5,306-94.8% |