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 | $50,256 | $159,602-68.5% | $150,045-66.5% | $142,382-64.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.74% | 70.24%-43.5pp | 62.55%-35.8pp | 217.08%-190.3pp |
| Employer contribution / active EE | $10,184 | $4,961+105.3% | $4,693+117.0% | $4,299+136.9% |
| Participant deferral / active EE | $13,805 | $8,310+66.1% | $7,997+72.6% | $6,507+112.1% |
| Admin fee / account holder | $109 | $14,846-99.3% | $13,435-99.2% | $12,624-99.1% |