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 | $49,988 | $106,515-53.1% | $96,683-48.3% | $139,434-64.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.71% | 38.43%-20.7pp | 35.69%-18.0pp | 372.94%-355.2pp |
| Employer contribution / active EE | $3,325 | $4,103-19.0% | $3,737-11.0% | $4,751-30.0% |
| Participant deferral / active EE | $6,395 | $5,454+17.3% | $4,878+31.1% | $6,710-4.7% |
| Admin fee / account holder | $62 | $7,877-99.2% | $6,730-99.1% | $11,403-99.5% |