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 | $50,740 | $118,450-57.2% | $98,439-48.5% | $139,434-63.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 24.06% | 18.94%+5.1pp | 21.16%+2.9pp | 372.94%-348.9pp |
| Employer contribution / active EE | $16,116 | $3,609+346.5% | $3,048+428.7% | $4,751+239.2% |
| Participant deferral / active EE | $21,235 | $5,392+293.8% | $4,738+348.2% | $6,710+216.5% |
| Admin fee / account holder | $78 | $14,026-99.4% | $8,948-99.1% | $11,403-99.3% |