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 | $46,632 | $80,717-42.2% | $154,803-69.9% | $84,808-45.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.13% | 37.96%-19.8pp | 58.88%-40.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $4,584 | $2,761+66.0% | $4,305+6.5% | $2,631+74.2% |
| Participant deferral / active EE | $3,501 | $3,303+6.0% | $5,540-36.8% | $4,212-16.9% |
| Admin fee / account holder | $18 | $6,746-99.7% | $14,329-99.9% | $7,344-99.8% |