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 3-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 | $47,980 | $117,983-59.3% | $101,794-52.9% | $142,382-66.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.35% | 36.92%-20.6pp | 30.53%-14.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $12,338 | $2,773+345.0% | $2,289+439.0% | $4,299+187.0% |
| Participant deferral / active EE | $4,902 | $4,714+4.0% | $4,084+20.0% | $6,507-24.7% |
| Admin fee / account holder | $119 | $10,433-98.9% | $8,777-98.6% | $12,624-99.1% |