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 8-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 | $46,203 | $214,378-78.4% | $200,582-77.0% | $142,382-67.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.48% | 46.41%-21.9pp | 42.33%-17.9pp | 217.08%-192.6pp |
| Employer contribution / active EE | $1,457 | $6,841-78.7% | $6,419-77.3% | $4,299-66.1% |
| Participant deferral / active EE | $12,156 | $9,865+23.2% | $9,331+30.3% | $6,507+86.8% |
| Admin fee / account holder | $271 | $17,692-98.5% | $16,305-98.3% | $12,624-97.9% |