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 10-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 | $41,710 | $112,881-63.1% | $90,951-54.1% | $158,922-73.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 24.28% | 215.79%-191.5pp | 134.60%-110.3pp | 302.83%-278.5pp |
| Employer contribution / active EE | $2,104 | $2,893-27.3% | $2,122-0.9% | $4,761-55.8% |
| Participant deferral / active EE | $5,839 | $4,128+41.5% | $3,373+73.1% | $5,982-2.4% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |