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 | $40,667 | $114,381-64.4% | $107,525-62.2% | $142,382-71.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.59% | 242.71%-221.1pp | 181.32%-159.7pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,637 | $4,015-34.3% | $3,754-29.8% | $4,299-38.7% |
| Participant deferral / active EE | $4,637 | $5,564-16.7% | $5,116-9.4% | $6,507-28.7% |
| Admin fee / account holder | $83 | $9,860-99.2% | $8,919-99.1% | $12,624-99.3% |