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 | $46,652 | $185,822-74.9% | $169,993-72.6% | $139,434-66.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.97% | 60.50%-38.5pp | 53.37%-31.4pp | 372.94%-351.0pp |
| Employer contribution / active EE | $4,730 | $7,590-37.7% | $6,785-30.3% | $4,751-0.4% |
| Participant deferral / active EE | $8,412 | $11,622-27.6% | $10,408-19.2% | $6,710+25.4% |
| Admin fee / account holder | $262 | $15,381-98.3% | $12,815-98.0% | $11,403-97.7% |