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 | $47,329 | $162,781-70.9% | $133,956-64.7% | $158,922-70.2% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 24.10% | 41.94%-17.8pp | 45.09%-21.0pp | 302.83%-278.7pp |
| Employer contribution / active EE | $1,867 | $4,975-62.5% | $3,919-52.3% | $4,761-60.8% |
| Participant deferral / active EE | $4,332 | $5,911-26.7% | $5,048-14.2% | $5,982-27.6% |
| Admin fee / account holder | $25 | $11,736-99.8% | $8,927-99.7% | $11,246-99.8% |