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 6-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 | $44,218 | $117,983-62.5% | $101,794-56.6% | $142,382-68.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.16% | 36.92%-17.8pp | 30.53%-11.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,859 | $2,773-33.0% | $2,289-18.8% | $4,299-56.8% |
| Participant deferral / active EE | $3,102 | $4,714-34.2% | $4,084-24.0% | $6,507-52.3% |
| Admin fee / account holder | $119 | $10,433-98.9% | $8,777-98.6% | $12,624-99.1% |