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 3-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 | $42,187 | $114,381-63.1% | $107,525-60.8% | $142,382-70.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 54.50% | 242.71%-188.2pp | 181.32%-126.8pp | 217.08%-162.6pp |
| Employer contribution / active EE | $5,850 | $4,015+45.7% | $3,754+55.9% | $4,299+36.1% |
| Participant deferral / active EE | $10,772 | $5,564+93.6% | $5,116+110.6% | $6,507+65.5% |
| Admin fee / account holder | $17 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |