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 | $54,615 | $214,378-74.5% | $200,582-72.8% | $142,382-61.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.21% | 46.41%-27.2pp | 42.33%-23.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,666 | $6,841-61.0% | $6,419-58.5% | $4,299-38.0% |
| Participant deferral / active EE | $10,418 | $9,865+5.6% | $9,331+11.7% | $6,507+60.1% |
| Admin fee / account holder | $121 | $17,692-99.3% | $16,305-99.3% | $12,624-99.0% |