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 | $48,241 | $214,378-77.5% | $200,582-75.9% | $142,382-66.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.84% | 46.41%-24.6pp | 42.33%-20.5pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,102 | $6,841-69.3% | $6,419-67.3% | $4,299-51.1% |
| Participant deferral / active EE | $14,357 | $9,865+45.5% | $9,331+53.9% | $6,507+120.6% |
| Admin fee / account holder | $111 | $17,692-99.4% | $16,305-99.3% | $12,624-99.1% |