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 | $37,620 | $127,065-70.4% | $113,168-66.8% | $142,382-73.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.22% | 24.03%-3.8pp | 24.27%-4.0pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,930 | $3,442-14.9% | $2,975-1.5% | $4,299-31.8% |
| Participant deferral / active EE | $5,646 | $5,716-1.2% | $5,107+10.6% | $6,507-13.2% |
| Admin fee / account holder | $60 | $15,736-99.6% | $12,068-99.5% | $12,624-99.5% |