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 | $47,643 | $106,584-55.3% | $101,326-53.0% | $142,382-66.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.79% | 36.93%-16.1pp | 36.82%-16.0pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,674 | $3,956-32.4% | $3,665-27.1% | $4,299-37.8% |
| Participant deferral / active EE | $4,602 | $8,297-44.5% | $7,994-42.4% | $6,507-29.3% |
| Admin fee / account holder | $117 | $11,446-99.0% | $11,185-99.0% | $12,624-99.1% |