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 9-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 | $54,071 | $214,378-74.8% | $200,582-73.0% | $142,382-62.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.91% | 46.41%-28.5pp | 42.33%-24.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,807 | $6,841-44.4% | $6,419-40.7% | $4,299-11.5% |
| Participant deferral / active EE | $7,900 | $9,865-19.9% | $9,331-15.3% | $6,507+21.4% |
| Admin fee / account holder | $83 | $17,692-99.5% | $16,305-99.5% | $12,624-99.3% |