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 | $54,890 | $177,572-69.1% | $154,803-64.5% | $142,382-61.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.71% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,349 | $4,810-51.2% | $4,305-45.4% | $4,299-45.4% |
| Participant deferral / active EE | $8,477 | $6,272+35.2% | $5,540+53.0% | $6,507+30.3% |
| Admin fee / account holder | $105 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |