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 5-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 | $56,854 | $107,452-47.1% | $91,541-37.9% | $142,382-60.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.22% | 22.06%-3.8pp | 20.50%-2.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $10,314 | $2,994+244.5% | $2,505+311.8% | $4,299+139.9% |
| Participant deferral / active EE | $9,575 | $4,754+101.4% | $4,008+138.9% | $6,507+47.1% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |