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 | $47,873 | $214,378-77.7% | $200,582-76.1% | $142,382-66.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 27.59% | 46.41%-18.8pp | 42.33%-14.7pp | 217.08%-189.5pp |
| Employer contribution / active EE | $4,542 | $6,841-33.6% | $6,419-29.2% | $4,299+5.7% |
| Participant deferral / active EE | $13,447 | $9,865+36.3% | $9,331+44.1% | $6,507+106.6% |
| Admin fee / account holder | $114 | $17,692-99.4% | $16,305-99.3% | $12,624-99.1% |