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 | $52,714 | $238,490-77.9% | $180,183-70.7% | $142,382-63.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 20.17% | 33.56%-13.4pp | 27.86%-7.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,416 | $6,143-60.7% | $5,039-52.1% | $4,299-43.8% |
| Participant deferral / active EE | $10,601 | $7,996+32.6% | $6,822+55.4% | $6,507+62.9% |
| Admin fee / account holder | $265 | $28,866-99.1% | $19,975-98.7% | $12,624-97.9% |