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 | $47,722 | $117,381-59.3% | $99,443-52.0% | $152,861-68.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 26.14% | 31.87%-5.7pp | 30.72%-4.6pp | 345.32%-319.2pp |
| Employer contribution / active EE | $4,888 | $3,013+62.2% | $2,540+92.5% | $4,762+2.6% |
| Participant deferral / active EE | $18,060 | $4,086+342.0% | $3,619+399.1% | $5,850+208.7% |
| Admin fee / account holder | $196 | $7,631-97.4% | $6,250-96.9% | $11,596-98.3% |