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 6-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 | $43,858 | $117,841-62.8% | $102,423-57.2% | $145,922-69.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.13% | 31.65%-18.5pp | 29.32%-16.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,106 | $3,615-14.1% | $3,023+2.7% | $4,660-33.3% |
| Participant deferral / active EE | $5,307 | $5,731-7.4% | $5,053+5.0% | $6,688-20.6% |
| Admin fee / account holder | $249 | $13,326-98.1% | $9,451-97.4% | $13,397-98.1% |