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 3-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 | $52,574 | $177,572-70.4% | $154,803-66.0% | $142,382-63.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.98% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,260 | $4,810-53.0% | $4,305-47.5% | $4,299-47.4% |
| Participant deferral / active EE | $6,233 | $6,272-0.6% | $5,540+12.5% | $6,507-4.2% |
| Admin fee / account holder | $51 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |