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 8-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 | $39,074 | $154,117-74.6% | $129,995-69.9% | $139,434-72.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.34% | 32.48%-17.1pp | -137.18%+152.5pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,709 | $5,289-48.8% | $4,320-37.3% | $4,751-43.0% |
| Participant deferral / active EE | $5,733 | $6,710-14.6% | $5,820-1.5% | $6,710-14.6% |
| Admin fee / account holder | $293 | $14,007-97.9% | $10,614-97.2% | $11,403-97.4% |