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 6-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 | $43,611 | $106,515-59.1% | $96,683-54.9% | $139,434-68.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.78% | 38.43%-17.6pp | 35.69%-14.9pp | 372.94%-352.2pp |
| Employer contribution / active EE | $4,104 | $4,1030% | $3,737+9.8% | $4,751-13.6% |
| Participant deferral / active EE | $7,538 | $5,454+38.2% | $4,878+54.5% | $6,710+12.3% |
| Admin fee / account holder | $182 | $7,877-97.7% | $6,730-97.3% | $11,403-98.4% |