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 | $50,976 | $77,813-34.5% | $123,544-58.7% | $64,186-20.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 16.92% | 12.48%+4.4pp | 119.20%-102.3pp | 7.63%+9.3pp |
| Employer contribution / active EE | $4,432 | $3,014+47.0% | $4,628-4.2% | $2,381+86.1% |
| Participant deferral / active EE | $3,511 | $5,240-33.0% | $6,426-45.4% | $3,470+1.2% |
| Admin fee / account holder | $36 | $5,519-99.3% | $9,284-99.6% | $4,888-99.3% |