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 | $54,274 | $72,277-24.9% | $101,248-46.4% | $79,858-32.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 18.67% | 22.30%-3.6pp | 46.47%-27.8pp | 31.71%-13.0pp |
| Employer contribution / active EE | $9,402 | $2,692+249.3% | $3,660+156.9% | $2,471+280.5% |
| Participant deferral / active EE | $4,766 | $3,282+45.2% | $4,370+9.1% | $3,740+27.4% |
| Admin fee / account holder | $252 | $4,400-94.3% | $5,945-95.8% | $5,306-95.3% |