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 | $53,375 | $104,974-49.2% | $95,585-44.2% | $142,382-62.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 24.12% | 210.33%-186.2pp | 38.56%-14.4pp | 217.08%-193.0pp |
| Employer contribution / active EE | $2,535 | $2,779-8.7% | $2,527+0.4% | $4,299-41.0% |
| Participant deferral / active EE | $6,596 | $4,352+51.6% | $4,023+64.0% | $6,507+1.4% |
| Admin fee / account holder | $134 | $6,386-97.9% | $6,127-97.8% | $12,624-98.9% |