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 6-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 | $45,987 | $117,841-61.0% | $102,423-55.1% | $145,922-68.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.01% | 31.65%-18.6pp | 29.32%-16.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $4,375 | $3,615+21.0% | $3,023+44.7% | $4,660-6.1% |
| Participant deferral / active EE | $7,163 | $5,731+25.0% | $5,053+41.8% | $6,688+7.1% |
| Admin fee / account holder | $39 | $13,326-99.7% | $9,451-99.6% | $13,397-99.7% |