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 | $49,811 | $109,359-54.5% | $162,163-69.3% | $72,985-31.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 22.92% | 25.46%-2.5pp | 115.59%-92.7pp | 81.00%-58.1pp |
| Employer contribution / active EE | $4,043 | $3,907+3.5% | $5,614-28.0% | $2,440+65.7% |
| Participant deferral / active EE | $4,104 | $5,481-25.1% | $7,298-43.8% | $3,607+13.8% |
| Admin fee / account holder | $229 | $7,972-97.1% | $10,843-97.9% | $5,124-95.5% |