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 | $32,635 | $106,515-69.4% | $96,683-66.2% | $139,434-76.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 199.83% | 38.43%+161.4pp | 35.69%+164.1pp | 372.94%-173.1pp |
| Employer contribution / active EE | $3,153 | $4,103-23.2% | $3,737-15.6% | $4,751-33.6% |
| Participant deferral / active EE | $4,496 | $5,454-17.6% | $4,878-7.8% | $6,710-33.0% |
| Admin fee / account holder | $31 | $7,877-99.6% | $6,730-99.5% | $11,403-99.7% |