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 5-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 | $35,227 | $106,515-66.9% | $96,683-63.6% | $139,434-74.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 27.74% | 38.43%-10.7pp | 35.69%-8.0pp | 372.94%-345.2pp |
| Employer contribution / active EE | $2,648 | $4,103-35.5% | $3,737-29.1% | $4,751-44.3% |
| Participant deferral / active EE | $10,807 | $5,454+98.2% | $4,878+121.5% | $6,710+61.1% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |