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 | $42,587 | $177,572-76.0% | $154,803-72.5% | $142,382-70.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.41% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,130 | $4,810-34.9% | $4,305-27.3% | $4,299-27.2% |
| Participant deferral / active EE | $6,843 | $6,272+9.1% | $5,540+23.5% | $6,507+5.2% |
| Admin fee / account holder | $71 | $16,786-99.6% | $14,329-99.5% | $12,624-99.4% |