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 | $47,743 | $177,572-73.1% | $154,803-69.2% | $142,382-66.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.78% | 65.07%-40.3pp | 58.88%-34.1pp | 217.08%-192.3pp |
| Employer contribution / active EE | $10,857 | $4,810+125.7% | $4,305+152.2% | $4,299+152.5% |
| Participant deferral / active EE | $17,345 | $6,272+176.6% | $5,540+213.1% | $6,507+166.6% |
| Admin fee / account holder | $79 | $16,786-99.5% | $14,329-99.4% | $12,624-99.4% |