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 9-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 | $40,577 | $115,770-65.0% | $101,248-59.9% | $158,922-74.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.78% | 56.14%-33.4pp | 46.47%-23.7pp | 302.83%-280.1pp |
| Employer contribution / active EE | $2,497 | $4,175-40.2% | $3,660-31.8% | $4,761-47.6% |
| Participant deferral / active EE | $6,172 | $4,957+24.5% | $4,370+41.2% | $5,982+3.2% |
| Admin fee / account holder | $260 | $7,245-96.4% | $5,945-95.6% | $11,246-97.7% |