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 | $40,023 | $185,822-78.5% | $169,993-76.5% | $139,434-71.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 29.05% | 60.50%-31.4pp | 53.37%-24.3pp | 372.94%-343.9pp |
| Employer contribution / active EE | $3,076 | $7,590-59.5% | $6,785-54.7% | $4,751-35.3% |
| Participant deferral / active EE | $10,923 | $11,622-6.0% | $10,408+5.0% | $6,710+62.8% |
| Admin fee / account holder | $45 | $15,381-99.7% | $12,815-99.7% | $11,403-99.6% |