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 10-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 | $39,382 | $99,020-60.2% | $86,590-54.5% | $147,584-73.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 26.17% | 1312.34%-1286.2pp | 964.84%-938.7pp | 578.55%-552.4pp |
| Employer contribution / active EE | $9,043 | $3,132+188.7% | $2,839+218.5% | $4,876+85.4% |
| Participant deferral / active EE | $3,100 | $3,972-22.0% | $3,609-14.1% | $5,439-43.0% |
| Admin fee / account holder | $81 | $5,710-98.6% | $4,906-98.4% | $10,885-99.3% |