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 | $83,461 | $154,365-45.9% | $130,231-35.9% | $139,434-40.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 21.79% | 30.34%-8.5pp | 38.77%-17.0pp | 372.94%-351.2pp |
| Employer contribution / active EE | $3,359 | $5,170-35.0% | $4,126-18.6% | $4,751-29.3% |
| Participant deferral / active EE | $14,869 | $8,498+75.0% | $6,799+118.7% | $6,710+121.6% |
| Admin fee / account holder | $104 | $9,214-98.9% | $6,020-98.3% | $11,403-99.1% |