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 | $38,469 | $214,378-82.1% | $200,582-80.8% | $142,382-73.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.99% | 46.41%-24.4pp | 42.33%-20.3pp | 217.08%-195.1pp |
| Employer contribution / active EE | $6,003 | $6,841-12.3% | $6,419-6.5% | $4,299+39.6% |
| Participant deferral / active EE | $7,929 | $9,865-19.6% | $9,331-15.0% | $6,507+21.9% |
| Admin fee / account holder | $60 | $17,692-99.7% | $16,305-99.6% | $12,624-99.5% |