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 | $55,945 | $185,822-69.9% | $169,993-67.1% | $139,434-59.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.02% | 60.50%-32.5pp | 53.37%-25.4pp | 372.94%-344.9pp |
| Employer contribution / active EE | $5,953 | $7,590-21.6% | $6,785-12.3% | $4,751+25.3% |
| Participant deferral / active EE | $12,968 | $11,622+11.6% | $10,408+24.6% | $6,710+93.3% |
| Admin fee / account holder | $77 | $15,381-99.5% | $12,815-99.4% | $11,403-99.3% |