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 8-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 | $54,324 | $99,918-45.6% | $81,382-33.2% | $145,922-62.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.06% | 34.32%-20.3pp | 24.73%-10.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,783 | $2,978-40.1% | $2,463-27.6% | $4,660-61.7% |
| Participant deferral / active EE | $4,618 | $4,605+0.3% | $3,883+18.9% | $6,688-30.9% |
| Admin fee / account holder | $282 | $8,212-96.6% | $5,768-95.1% | $13,397-97.9% |