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 3-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 | $39,888 | $177,572-77.5% | $154,803-74.2% | $142,382-72.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.50% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,666 | $4,810-44.6% | $4,305-38.1% | $4,299-38.0% |
| Participant deferral / active EE | $9,133 | $6,272+45.6% | $5,540+64.8% | $6,507+40.3% |
| Admin fee / account holder | $169 | $16,786-99.0% | $14,329-98.8% | $12,624-98.7% |