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 | $50,160 | $127,065-60.5% | $113,168-55.7% | $142,382-64.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.24% | 24.03%-8.8pp | 24.27%-9.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,527 | $3,442+2.5% | $2,975+18.5% | $4,299-18.0% |
| Participant deferral / active EE | $8,220 | $5,716+43.8% | $5,107+61.0% | $6,507+26.3% |
| Admin fee / account holder | $116 | $15,736-99.3% | $12,068-99.0% | $12,624-99.1% |