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 8-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 | $49,231 | $114,381-57.0% | $107,525-54.2% | $142,382-65.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.91% | 242.71%-222.8pp | 181.32%-161.4pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,743 | $4,015-56.6% | $3,754-53.6% | $4,299-59.5% |
| Participant deferral / active EE | $4,980 | $5,564-10.5% | $5,116-2.7% | $6,507-23.5% |
| Admin fee / account holder | $291 | $9,860-97.0% | $8,919-96.7% | $12,624-97.7% |