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 7-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 | $48,628 | $93,024-47.7% | $77,024-36.9% | $134,475-63.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 78.32% | 62.60%+15.7pp | 42.32%+36.0pp | 417.96%-339.6pp |
| Employer contribution / active EE | $3,172 | $3,418-7.2% | $2,812+12.8% | $4,740-33.1% |
| Participant deferral / active EE | $7,188 | $5,238+37.2% | $4,426+62.4% | $6,400+12.3% |
| Admin fee / account holder | $232 | $6,944-96.7% | $5,425-95.7% | $11,426-98.0% |