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 | $54,303 | $127,065-57.3% | $113,168-52.0% | $142,382-61.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.98% | 24.03%-2.1pp | 24.27%-2.3pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,256 | $3,442-34.4% | $2,975-24.2% | $4,299-47.5% |
| Participant deferral / active EE | $11,292 | $5,716+97.5% | $5,107+121.1% | $6,507+73.5% |
| Admin fee / account holder | $20 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |