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 | $44,044 | $176,056-75.0% | $159,436-72.4% | $167,490-73.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.98% | 331.75%-311.8pp | 263.57%-243.6pp | 478.56%-458.6pp |
| Employer contribution / active EE | $4,322 | $5,297-18.4% | $4,829-10.5% | $4,837-10.7% |
| Participant deferral / active EE | $11,727 | $7,750+51.3% | $7,352+59.5% | $6,341+84.9% |
| Admin fee / account holder | $28 | $12,554-99.8% | $10,799-99.7% | $12,309-99.8% |