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 | $55,480 | $214,378-74.1% | $200,582-72.3% | $142,382-61.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.98% | 46.41%-32.4pp | 42.33%-28.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,806 | $6,841-59.0% | $6,419-56.3% | $4,299-34.7% |
| Participant deferral / active EE | $4,845 | $9,865-50.9% | $9,331-48.1% | $6,507-25.5% |
| Admin fee / account holder | $239 | $17,692-98.6% | $16,305-98.5% | $12,624-98.1% |