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 | $42,434 | $111,754-62.0% | $103,333-58.9% | $145,922-70.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.81% | 24.77%-14.0pp | 24.88%-14.1pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,108 | $4,212-50.0% | $3,868-45.5% | $4,660-54.8% |
| Participant deferral / active EE | $13,676 | $5,619+143.4% | $5,057+170.4% | $6,688+104.5% |
| Admin fee / account holder | $212 | $9,750-97.8% | $8,355-97.5% | $13,397-98.4% |