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 | $33,060 | $114,381-71.1% | $107,525-69.3% | $142,382-76.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 25.23% | 242.71%-217.5pp | 181.32%-156.1pp | 217.08%-191.8pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $10,609 | $5,564+90.7% | $5,116+107.4% | $6,507+63.0% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |