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 5-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 | $31,381 | $185,822-83.1% | $169,993-81.5% | $139,434-77.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.99% | 60.50%-38.5pp | 53.37%-31.4pp | 372.94%-351.0pp |
| Employer contribution / active EE | $3,611 | $7,590-52.4% | $6,785-46.8% | $4,751-24.0% |
| Participant deferral / active EE | $6,756 | $11,622-41.9% | $10,408-35.1% | $6,710+0.7% |
| Admin fee / account holder | $51 | $15,381-99.7% | $12,815-99.6% | $11,403-99.6% |