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 3-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 | $48,427 | $169,032-71.4% | $129,207-62.5% | $145,922-66.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.45% | 14330.11%-14315.7pp | 9417.33%-9402.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,847 | $5,537-66.6% | $4,153-55.5% | $4,660-60.4% |
| Participant deferral / active EE | $12,621 | $4,987+153.1% | $4,168+202.8% | $6,688+88.7% |
| Admin fee / account holder | $62 | $9,954-99.4% | $7,715-99.2% | $13,397-99.5% |