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 | $49,708 | $209,411-76.3% | $178,490-72.2% | $158,922-68.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.62% | 188.75%-170.1pp | 151.07%-132.5pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,960 | $5,706-65.7% | $5,011-60.9% | $4,761-58.8% |
| Participant deferral / active EE | $4,046 | $5,954-32.0% | $5,202-22.2% | $5,982-32.4% |
| Admin fee / account holder | $242 | $17,074-98.6% | $13,984-98.3% | $11,246-97.8% |