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 | $45,257 | $74,888-39.6% | $71,209-36.4% | $142,382-68.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.90% | 345.14%-320.2pp | 282.51%-257.6pp | 217.08%-192.2pp |
| Employer contribution / active EE | $3,308 | $2,854+15.9% | $2,721+21.6% | $4,299-23.1% |
| Participant deferral / active EE | $10,893 | $4,454+144.5% | $4,175+160.9% | $6,507+67.4% |
| Admin fee / account holder | $101 | $5,568-98.2% | $5,349-98.1% | $12,624-99.2% |