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 | $44,065 | $202,432-78.2% | $169,368-74.0% | $139,434-68.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 25.85% | 531.74%-505.9pp | 405.60%-379.7pp | 372.94%-347.1pp |
| Employer contribution / active EE | $4,147 | $4,692-11.6% | $4,013+3.3% | $4,751-12.7% |
| Participant deferral / active EE | $11,666 | $6,938+68.1% | $6,221+87.5% | $6,710+73.9% |
| Admin fee / account holder | $50 | $10,708-99.5% | $9,003-99.4% | $11,403-99.6% |