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 | $45,781 | $74,888-38.9% | $71,209-35.7% | $142,382-67.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.01% | 345.14%-329.1pp | 282.51%-266.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,801 | $2,854-1.9% | $2,721+3.0% | $4,299-34.8% |
| Participant deferral / active EE | $2,808 | $4,454-37.0% | $4,175-32.8% | $6,507-56.9% |
| Admin fee / account holder | $294 | $5,568-94.7% | $5,349-94.5% | $12,624-97.7% |