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 | $50,813 | $201,272-74.8% | $184,203-72.4% | $145,922-65.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.40% | 29.00%-13.6pp | 28.81%-13.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,285 | $7,022-53.2% | $6,427-48.9% | $4,660-29.5% |
| Participant deferral / active EE | $10,844 | $9,806+10.6% | $9,131+18.8% | $6,688+62.1% |
| Admin fee / account holder | $65 | $16,364-99.6% | $13,901-99.5% | $13,397-99.5% |