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 | $46,241 | $179,726-74.3% | $156,263-70.4% | $142,382-67.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 37.66% | 77.86%-40.2pp | 59.47%-21.8pp | 217.08%-179.4pp |
| Employer contribution / active EE | $30,243 | $5,069+496.6% | $4,333+598.0% | $4,299+603.5% |
| Participant deferral / active EE | $0 | $6,956-100.0% | $6,158-100.0% | $6,507-100.0% |
| Admin fee / account holder | $78 | $17,272-99.5% | $14,255-99.5% | $12,624-99.4% |