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 4-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 | $39,845 | $201,272-80.2% | $184,203-78.4% | $145,922-72.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.84% | 29.00%-17.2pp | 28.81%-17.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $5,453 | $7,022-22.3% | $6,427-15.2% | $4,660+17.0% |
| Participant deferral / active EE | $5,329 | $9,806-45.7% | $9,131-41.6% | $6,688-20.3% |
| Admin fee / account holder | $211 | $16,364-98.7% | $13,901-98.5% | $13,397-98.4% |