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 | $29,811 | $114,381-73.9% | $107,525-72.3% | $142,382-79.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.87% | 242.71%-226.8pp | 181.32%-165.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $14,660 | $4,015+265.2% | $3,754+290.6% | $4,299+241.0% |
| Participant deferral / active EE | $0 | $5,564-100.0% | $5,116-100.0% | $6,507-100.0% |
| Admin fee / account holder | $159 | $9,860-98.4% | $8,919-98.2% | $12,624-98.7% |