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 | $37,692 | $185,822-79.7% | $169,993-77.8% | $139,434-73.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.59% | 60.50%-36.9pp | 53.37%-29.8pp | 372.94%-349.3pp |
| Employer contribution / active EE | $2,031 | $7,590-73.2% | $6,785-70.1% | $4,751-57.2% |
| Participant deferral / active EE | $16,027 | $11,622+37.9% | $10,408+54.0% | $6,710+138.8% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |