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 8-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 | $40,635 | $117,381-65.4% | $99,443-59.1% | $152,861-73.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 17.44% | 31.87%-14.4pp | 30.72%-13.3pp | 345.32%-327.9pp |
| Employer contribution / active EE | $5,568 | $3,013+84.8% | $2,540+119.3% | $4,762+16.9% |
| Participant deferral / active EE | $7,264 | $4,086+77.8% | $3,619+100.7% | $5,850+24.2% |
| Admin fee / account holder | $295 | $7,631-96.1% | $6,250-95.3% | $11,596-97.5% |