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 | $25,183 | $106,515-76.4% | $96,683-74.0% | $139,434-81.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 29.18% | 38.43%-9.2pp | 35.69%-6.5pp | 372.94%-343.8pp |
| Employer contribution / active EE | $3,331 | $4,103-18.8% | $3,737-10.9% | $4,751-29.9% |
| Participant deferral / active EE | $8,246 | $5,454+51.2% | $4,878+69.0% | $6,710+22.9% |
| Admin fee / account holder | $60 | $7,877-99.2% | $6,730-99.1% | $11,403-99.5% |