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 | $50,254 | $93,571-46.3% | $135,903-63.0% | $75,163-33.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 32.08% | 30.90%+1.2pp | 68.23%-36.1pp | 160.62%-128.5pp |
| Employer contribution / active EE | $4,417 | $3,537+24.9% | $4,856-9.0% | $2,670+65.4% |
| Participant deferral / active EE | $5,384 | $6,404-15.9% | $7,758-30.6% | $4,125+30.5% |
| Admin fee / account holder | $257 | $6,975-96.3% | $10,762-97.6% | $5,651-95.5% |