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 | $30,113 | $114,381-73.7% | $107,525-72.0% | $142,382-78.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 25.05% | 242.71%-217.7pp | 181.32%-156.3pp | 217.08%-192.0pp |
| Employer contribution / active EE | $5,761 | $4,015+43.5% | $3,754+53.5% | $4,299+34.0% |
| Participant deferral / active EE | $5,604 | $5,564+0.7% | $5,116+9.5% | $6,507-13.9% |
| Admin fee / account holder | $33 | $9,860-99.7% | $8,919-99.6% | $12,624-99.7% |