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 | $45,508 | $111,754-59.3% | $103,333-56.0% | $145,922-68.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.63% | 24.77%-2.1pp | 24.88%-2.3pp | 561.29%-538.7pp |
| Employer contribution / active EE | $3,277 | $4,212-22.2% | $3,868-15.3% | $4,660-29.7% |
| Participant deferral / active EE | $5,961 | $5,619+6.1% | $5,057+17.9% | $6,688-10.9% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |