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 4-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 | $46,473 | $179,726-74.1% | $156,263-70.3% | $142,382-67.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.38% | 77.86%-59.5pp | 59.47%-41.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,893 | $5,069-23.2% | $4,333-10.2% | $4,299-9.4% |
| Participant deferral / active EE | $6,528 | $6,956-6.2% | $6,158+6.0% | $6,507+0.3% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |