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 9-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 | $39,510 | $209,411-81.1% | $178,490-77.9% | $158,922-75.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.43% | 188.75%-172.3pp | 151.07%-134.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $3,029 | $5,706-46.9% | $5,011-39.6% | $4,761-36.4% |
| Participant deferral / active EE | $3,478 | $5,954-41.6% | $5,202-33.1% | $5,982-41.9% |
| Admin fee / account holder | $33 | $17,074-99.8% | $13,984-99.8% | $11,246-99.7% |