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 5-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 | $45,702 | $105,126-56.5% | $94,646-51.7% | $139,434-67.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 23.41% | 38.03%-14.6pp | 156.71%-133.3pp | 372.94%-349.5pp |
| Employer contribution / active EE | $3,868 | $4,106-5.8% | $3,672+5.3% | $4,751-18.6% |
| Participant deferral / active EE | $12,507 | $7,599+64.6% | $7,418+68.6% | $6,710+86.4% |
| Admin fee / account holder | $295 | $8,984-96.7% | $7,231-95.9% | $11,403-97.4% |