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 10-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 | $48,950 | $177,572-72.4% | $154,803-68.4% | $142,382-65.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.02% | 65.07%-46.0pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $11,102 | $4,810+130.8% | $4,305+157.9% | $4,299+158.2% |
| Participant deferral / active EE | $3,011 | $6,272-52.0% | $5,540-45.7% | $6,507-53.7% |
| Admin fee / account holder | $67 | $16,786-99.6% | $14,329-99.5% | $12,624-99.5% |