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 7-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 | $46,815 | $117,983-60.3% | $101,794-54.0% | $142,382-67.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.70% | 36.92%-20.2pp | 30.53%-13.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,752 | $2,773+35.3% | $2,289+63.9% | $4,299-12.7% |
| Participant deferral / active EE | $4,477 | $4,714-5.0% | $4,084+9.6% | $6,507-31.2% |
| Admin fee / account holder | $211 | $10,433-98.0% | $8,777-97.6% | $12,624-98.3% |