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 | $49,519 | $177,572-72.1% | $154,803-68.0% | $142,382-65.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.19% | 65.07%-44.9pp | 58.88%-38.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,024 | $4,810-37.1% | $4,305-29.8% | $4,299-29.7% |
| Participant deferral / active EE | $8,795 | $6,272+40.2% | $5,540+58.7% | $6,507+35.2% |
| Admin fee / account holder | $119 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |