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 | $50,460 | $114,381-55.9% | $107,525-53.1% | $142,382-64.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.11% | 242.71%-225.6pp | 181.32%-164.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,751 | $4,015-31.5% | $3,754-26.7% | $4,299-36.0% |
| Participant deferral / active EE | $8,167 | $5,564+46.8% | $5,116+59.6% | $6,507+25.5% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |