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 | $45,446 | $100,773-54.9% | $88,946-48.9% | $142,382-68.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.11% | 70.18%-52.1pp | 57.82%-39.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,719 | $2,918-6.8% | $2,555+6.4% | $4,299-36.8% |
| Participant deferral / active EE | $4,584 | $5,230-12.4% | $4,581+0.1% | $6,507-29.6% |
| Admin fee / account holder | $132 | $9,693-98.6% | $8,261-98.4% | $12,624-99.0% |