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 | $47,472 | $167,484-71.7% | $151,611-68.7% | $134,475-64.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 36.73% | 7.80%+28.9pp | 3.33%+33.4pp | 417.96%-381.2pp |
| Employer contribution / active EE | $5,977 | $6,829-12.5% | $6,166-3.1% | $4,740+26.1% |
| Participant deferral / active EE | $10,089 | $8,986+12.3% | $8,363+20.6% | $6,400+57.7% |
| Admin fee / account holder | $83 | $13,783-99.4% | $11,616-99.3% | $11,426-99.3% |