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 9-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 | $51,189 | $115,882-55.8% | $100,516-49.1% | $158,922-67.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 21.01% | 34.79%-13.8pp | 30.89%-9.9pp | 302.83%-281.8pp |
| Employer contribution / active EE | $4,524 | $4,103+10.3% | $3,418+32.4% | $4,761-5.0% |
| Participant deferral / active EE | $9,172 | $6,674+37.4% | $6,270+46.3% | $5,982+53.3% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |