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 | $44,568 | $99,020-55.0% | $86,590-48.5% | $147,584-69.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 27.78% | 1312.34%-1284.6pp | 964.84%-937.1pp | 578.55%-550.8pp |
| Employer contribution / active EE | $2,845 | $3,132-9.2% | $2,839+0.2% | $4,876-41.7% |
| Participant deferral / active EE | $21,584 | $3,972+443.4% | $3,609+498.1% | $5,439+296.9% |
| Admin fee / account holder | $70 | $5,710-98.8% | $4,906-98.6% | $10,885-99.4% |