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 | $50,315 | $214,378-76.5% | $200,582-74.9% | $142,382-64.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 25.35% | 46.41%-21.1pp | 42.33%-17.0pp | 217.08%-191.7pp |
| Employer contribution / active EE | $8,345 | $6,841+22.0% | $6,419+30.0% | $4,299+94.1% |
| Participant deferral / active EE | $12,107 | $9,865+22.7% | $9,331+29.8% | $6,507+86.1% |
| Admin fee / account holder | $31 | $17,692-99.8% | $16,305-99.8% | $12,624-99.8% |