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 | $44,926 | $129,942-65.4% | $104,294-56.9% | $134,475-66.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 42.03%-42.0pp | 24.61%-24.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,558 | $4,184-38.9% | $3,372-24.1% | $4,740-46.0% |
| Participant deferral / active EE | $6,081 | $5,588+8.8% | $4,625+31.5% | $6,400-5.0% |
| Admin fee / account holder | $249 | $9,323-97.3% | $7,339-96.6% | $11,426-97.8% |