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 | $36,588 | $102,616-64.3% | $81,983-55.4% | $158,922-77.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 18.93% | 61.04%-42.1pp | 41.31%-22.4pp | 302.83%-283.9pp |
| Employer contribution / active EE | $4,751 | $3,240+46.6% | $2,498+90.2% | $4,761-0.2% |
| Participant deferral / active EE | $4,958 | $4,648+6.7% | $3,722+33.2% | $5,982-17.1% |
| Admin fee / account holder | $245 | $8,235-97.0% | $5,664-95.7% | $11,246-97.8% |