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 3-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 | $51,900 | $114,381-54.6% | $107,525-51.7% | $142,382-63.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.74% | 242.71%-222.0pp | 181.32%-160.6pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,335 | $4,015-41.8% | $3,754-37.8% | $4,299-45.7% |
| Participant deferral / active EE | $8,328 | $5,564+49.7% | $5,116+62.8% | $6,507+28.0% |
| Admin fee / account holder | $154 | $9,860-98.4% | $8,919-98.3% | $12,624-98.8% |