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 4-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 | $51,856 | $100,773-48.5% | $88,946-41.7% | $142,382-63.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 24.12% | 70.18%-46.1pp | 57.82%-33.7pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,664 | $2,918-43.0% | $2,555-34.9% | $4,299-61.3% |
| Participant deferral / active EE | $9,096 | $5,230+73.9% | $4,581+98.5% | $6,507+39.8% |
| Admin fee / account holder | $283 | $9,693-97.1% | $8,261-96.6% | $12,624-97.8% |