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 | $41,757 | $110,261-62.1% | $95,745-56.4% | $139,434-70.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.40% | 27.11%-6.7pp | 28.35%-8.0pp | 372.94%-352.5pp |
| Employer contribution / active EE | $2,930 | $3,257-10.0% | $2,835+3.4% | $4,751-38.3% |
| Participant deferral / active EE | $9,772 | $4,676+109.0% | $4,245+130.2% | $6,710+45.6% |
| Admin fee / account holder | $17 | $6,613-99.7% | $5,678-99.7% | $11,403-99.8% |