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 | $44,139 | $114,381-61.4% | $107,525-59.0% | $142,382-69.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.56% | 242.71%-219.1pp | 181.32%-157.8pp | 217.08%-193.5pp |
| Employer contribution / active EE | $2,558 | $4,015-36.3% | $3,754-31.9% | $4,299-40.5% |
| Participant deferral / active EE | $10,754 | $5,564+93.3% | $5,116+110.2% | $6,507+65.3% |
| Admin fee / account holder | $103 | $9,860-99.0% | $8,919-98.8% | $12,624-99.2% |