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 | $51,841 | $112,881-54.1% | $90,951-43.0% | $158,922-67.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.77% | 215.79%-196.0pp | 134.60%-114.8pp | 302.83%-283.1pp |
| Employer contribution / active EE | $2,056 | $2,893-28.9% | $2,122-3.1% | $4,761-56.8% |
| Participant deferral / active EE | $3,561 | $4,128-13.7% | $3,373+5.6% | $5,982-40.5% |
| Admin fee / account holder | $179 | $8,041-97.8% | $5,959-97.0% | $11,246-98.4% |