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 | $52,038 | $95,266-45.4% | $82,389-36.8% | $142,382-63.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 19.77% | 25.74%-6.0pp | 28.67%-8.9pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,614 | $2,991-46.0% | $2,517-35.9% | $4,299-62.5% |
| Participant deferral / active EE | $8,950 | $4,809+86.1% | $4,155+115.4% | $6,507+37.5% |
| Admin fee / account holder | $88 | $8,563-99.0% | $7,231-98.8% | $12,624-99.3% |