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 7-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 | $48,007 | $159,602-69.9% | $150,045-68.0% | $142,382-66.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.93% | 70.24%-49.3pp | 62.55%-41.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,163 | $4,961-56.4% | $4,693-53.9% | $4,299-49.7% |
| Participant deferral / active EE | $7,260 | $8,310-12.6% | $7,997-9.2% | $6,507+11.6% |
| Admin fee / account holder | $193 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |