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 3-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 | $45,674 | $185,822-75.4% | $169,993-73.1% | $139,434-67.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.35% | 60.50%-39.2pp | 53.37%-32.0pp | 372.94%-351.6pp |
| Employer contribution / active EE | $3,314 | $7,590-56.3% | $6,785-51.2% | $4,751-30.2% |
| Participant deferral / active EE | $23,333 | $11,622+100.8% | $10,408+124.2% | $6,710+247.7% |
| Admin fee / account holder | $77 | $15,381-99.5% | $12,815-99.4% | $11,403-99.3% |