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 3-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 | $36,236 | $177,572-79.6% | $154,803-76.6% | $142,382-74.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.99% | 65.07%-44.1pp | 58.88%-37.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $3,814 | $4,810-20.7% | $4,305-11.4% | $4,299-11.3% |
| Participant deferral / active EE | $8,410 | $6,272+34.1% | $5,540+51.8% | $6,507+29.2% |
| Admin fee / account holder | $75 | $16,786-99.6% | $14,329-99.5% | $12,624-99.4% |