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 | $44,418 | $90,348-50.8% | $75,972-41.5% | $145,922-69.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.07% | 620.88%-605.8pp | 359.55%-344.5pp | 561.29%-546.2pp |
| Employer contribution / active EE | $4,677 | $3,311+41.2% | $2,685+74.2% | $4,660+0.4% |
| Participant deferral / active EE | $5,282 | $5,162+2.3% | $4,255+24.1% | $6,688-21.0% |
| Admin fee / account holder | $77 | $8,467-99.1% | $6,467-98.8% | $13,397-99.4% |