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 9-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 | $53,252 | $183,519-71.0% | $155,509-65.8% | $145,922-63.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.55% | 61.17%-43.6pp | 64.67%-47.1pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,340 | $5,313-56.0% | $4,672-49.9% | $4,660-49.8% |
| Participant deferral / active EE | $5,202 | $6,462-19.5% | $5,626-7.5% | $6,688-22.2% |
| Admin fee / account holder | $126 | $19,313-99.3% | $15,912-99.2% | $13,397-99.1% |