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 | $33,274 | $114,381-70.9% | $107,525-69.1% | $142,382-76.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.13% | 242.71%-219.6pp | 181.32%-158.2pp | 217.08%-193.9pp |
| Employer contribution / active EE | $3,038 | $4,015-24.3% | $3,754-19.1% | $4,299-29.3% |
| Participant deferral / active EE | $12,673 | $5,564+127.8% | $5,116+147.7% | $6,507+94.8% |
| Admin fee / account holder | $50 | $9,860-99.5% | $8,919-99.4% | $12,624-99.6% |