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 | $45,347 | $106,584-57.5% | $101,326-55.2% | $142,382-68.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.70% | 36.93%-14.2pp | 36.82%-14.1pp | 217.08%-194.4pp |
| Employer contribution / active EE | $7,982 | $3,956+101.8% | $3,665+117.8% | $4,299+85.7% |
| Participant deferral / active EE | $4,644 | $8,297-44.0% | $7,994-41.9% | $6,507-28.6% |
| Admin fee / account holder | $107 | $11,446-99.1% | $11,185-99.0% | $12,624-99.2% |