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 | $45,165 | $111,754-59.6% | $103,333-56.3% | $145,922-69.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.24% | 24.77%-14.5pp | 24.88%-14.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $5,108 | $4,212+21.2% | $3,868+32.1% | $4,660+9.6% |
| Participant deferral / active EE | $7,001 | $5,619+24.6% | $5,057+38.4% | $6,688+4.7% |
| Admin fee / account holder | $252 | $9,750-97.4% | $8,355-97.0% | $13,397-98.1% |