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 | $35,790 | $105,126-66.0% | $94,646-62.2% | $139,434-74.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 24.70% | 38.03%-13.3pp | 156.71%-132.0pp | 372.94%-348.2pp |
| Employer contribution / active EE | $5,601 | $4,106+36.4% | $3,672+52.5% | $4,751+17.9% |
| Participant deferral / active EE | $17,532 | $7,599+130.7% | $7,418+136.3% | $6,710+161.3% |
| Admin fee / account holder | $15 | $8,984-99.8% | $7,231-99.8% | $11,403-99.9% |