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 | $37,085 | $202,432-81.7% | $169,368-78.1% | $139,434-73.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 28.93% | 531.74%-502.8pp | 405.60%-376.7pp | 372.94%-344.0pp |
| Employer contribution / active EE | $2,507 | $4,692-46.6% | $4,013-37.5% | $4,751-47.2% |
| Participant deferral / active EE | $20,000 | $6,938+188.3% | $6,221+221.5% | $6,710+198.1% |
| Admin fee / account holder | $17 | $10,708-99.8% | $9,003-99.8% | $11,403-99.9% |