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 9-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 | $43,583 | $124,319-64.9% | $111,297-60.8% | $167,490-74.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 17.86% | 37.44%-19.6pp | 54.65%-36.8pp | 478.56%-460.7pp |
| Employer contribution / active EE | $2,466 | $3,435-28.2% | $2,731-9.7% | $4,837-49.0% |
| Participant deferral / active EE | $2,861 | $5,180-44.8% | $4,487-36.2% | $6,341-54.9% |
| Admin fee / account holder | $152 | $10,618-98.6% | $7,964-98.1% | $12,309-98.8% |