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 7-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 | $47,666 | $201,272-76.3% | $184,203-74.1% | $145,922-67.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.51% | 29.00%-9.5pp | 28.81%-9.3pp | 561.29%-541.8pp |
| Employer contribution / active EE | $2,272 | $7,022-67.6% | $6,427-64.6% | $4,660-51.2% |
| Participant deferral / active EE | $8,974 | $9,806-8.5% | $9,131-1.7% | $6,688+34.2% |
| Admin fee / account holder | $71 | $16,364-99.6% | $13,901-99.5% | $13,397-99.5% |