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 | $26,282 | $68,346-61.5% | $94,646-72.2% | $75,163-65.0% |
| Participation rate | 88.2% | 76.1%+12.1pp | 80.8%+7.4pp | 67.2%+21.0pp |
| Annual return | 40.56% | 616.93%-576.4pp | 156.71%-116.1pp | 160.62%-120.1pp |
| Employer contribution / active EE | $5,042 | $2,701+86.7% | $3,672+37.3% | $2,670+88.9% |
| Participant deferral / active EE | $11,558 | $6,537+76.8% | $7,418+55.8% | $4,125+180.2% |
| Admin fee / account holder | $238 | $5,326-95.5% | $7,231-96.7% | $5,651-95.8% |