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 | $51,566 | $165,335-68.8% | $149,696-65.6% | $158,922-67.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 28.30% | 348.15%-319.8pp | 276.60%-248.3pp | 302.83%-274.5pp |
| Employer contribution / active EE | $911 | $5,103-82.1% | $4,644-80.4% | $4,761-80.9% |
| Participant deferral / active EE | $3,645 | $7,181-49.2% | $6,842-46.7% | $5,982-39.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |