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 | $49,208 | $179,726-72.6% | $156,263-68.5% | $142,382-65.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.50% | 77.86%-63.4pp | 59.47%-45.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,440 | $5,069-51.9% | $4,333-43.7% | $4,299-43.2% |
| Participant deferral / active EE | $2,844 | $6,956-59.1% | $6,158-53.8% | $6,507-56.3% |
| Admin fee / account holder | $128 | $17,272-99.3% | $14,255-99.1% | $12,624-99.0% |