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 4-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 | $55,573 | $214,378-74.1% | $200,582-72.3% | $142,382-61.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.49% | 46.41%-29.9pp | 42.33%-25.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,625 | $6,841-76.2% | $6,419-74.7% | $4,299-62.2% |
| Participant deferral / active EE | $6,981 | $9,865-29.2% | $9,331-25.2% | $6,507+7.3% |
| Admin fee / account holder | $114 | $17,692-99.4% | $16,305-99.3% | $12,624-99.1% |