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 | $50,953 | $90,503-43.7% | $78,689-35.2% | $273,961-81.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.32% | 75.60%-73.3pp | 62.18%-59.9pp | 41.45%-39.1pp |
| Employer contribution / active EE | $892 | $3,176-71.9% | $2,851-68.7% | $4,869-81.7% |
| Participant deferral / active EE | $1,025 | $3,901-73.7% | $3,517-70.9% | $5,287-80.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |