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 | $52,861 | $118,450-55.4% | $98,439-46.3% | $139,434-62.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.12% | 18.94%-1.8pp | 21.16%-4.0pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,397 | $3,609-61.3% | $3,048-54.2% | $4,751-70.6% |
| Participant deferral / active EE | $9,013 | $5,392+67.2% | $4,738+90.2% | $6,710+34.3% |
| Admin fee / account holder | $167 | $14,026-98.8% | $8,948-98.1% | $11,403-98.5% |