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 | $47,052 | $111,754-57.9% | $103,333-54.5% | $145,922-67.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 30.17% | 24.77%+5.4pp | 24.88%+5.3pp | 561.29%-531.1pp |
| Employer contribution / active EE | $2,519 | $4,212-40.2% | $3,868-34.9% | $4,660-45.9% |
| Participant deferral / active EE | $4,357 | $5,619-22.5% | $5,057-13.8% | $6,688-34.8% |
| Admin fee / account holder | $22 | $9,750-99.8% | $8,355-99.7% | $13,397-99.8% |