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 3-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 | $41,060 | $74,888-45.2% | $71,209-42.3% | $142,382-71.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.59% | 345.14%-323.6pp | 282.51%-260.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $8,688 | $2,854+204.4% | $2,721+219.3% | $4,299+102.1% |
| Participant deferral / active EE | $13,719 | $4,454+208.0% | $4,175+228.6% | $6,507+110.8% |
| Admin fee / account holder | $198 | $5,568-96.4% | $5,349-96.3% | $12,624-98.4% |