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 | $41,218 | $201,272-79.5% | $184,203-77.6% | $145,922-71.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.91% | 29.00%-19.1pp | 28.81%-18.9pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,900 | $7,022-58.7% | $6,427-54.9% | $4,660-37.8% |
| Participant deferral / active EE | $13,109 | $9,806+33.7% | $9,131+43.6% | $6,688+96.0% |
| Admin fee / account holder | $214 | $16,364-98.7% | $13,901-98.5% | $13,397-98.4% |