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 7-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 | $45,598 | $117,983-61.4% | $101,794-55.2% | $142,382-68.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.40% | 36.92%-15.5pp | 30.53%-9.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $3,352 | $2,773+20.9% | $2,289+46.4% | $4,299-22.0% |
| Participant deferral / active EE | $5,339 | $4,714+13.3% | $4,084+30.7% | $6,507-17.9% |
| Admin fee / account holder | $48 | $10,433-99.5% | $8,777-99.5% | $12,624-99.6% |