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 4-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 | $47,234 | $201,272-76.5% | $184,203-74.4% | $145,922-67.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.04% | 29.00%-9.0pp | 28.81%-8.8pp | 561.29%-541.2pp |
| Employer contribution / active EE | $3,169 | $7,022-54.9% | $6,427-50.7% | $4,660-32.0% |
| Participant deferral / active EE | $5,750 | $9,806-41.4% | $9,131-37.0% | $6,688-14.0% |
| Admin fee / account holder | $34 | $16,364-99.8% | $13,901-99.8% | $13,397-99.7% |