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 6-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 | $50,742 | $159,602-68.2% | $150,045-66.2% | $142,382-64.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.38% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,214 | $4,961-55.4% | $4,693-52.8% | $4,299-48.5% |
| Participant deferral / active EE | $5,205 | $8,310-37.4% | $7,997-34.9% | $6,507-20.0% |
| Admin fee / account holder | $103 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |