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 3-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 | $51,589 | $111,754-53.8% | $103,333-50.1% | $145,922-64.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.22% | 24.77%-4.5pp | 24.88%-4.7pp | 561.29%-541.1pp |
| Employer contribution / active EE | $2,447 | $4,212-41.9% | $3,868-36.7% | $4,660-47.5% |
| Participant deferral / active EE | $7,712 | $5,619+37.3% | $5,057+52.5% | $6,688+15.3% |
| Admin fee / account holder | $209 | $9,750-97.9% | $8,355-97.5% | $13,397-98.4% |