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 | $15,453 | $106,515-85.5% | $96,683-84.0% | $139,434-88.9% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 441.42% | 38.43%+403.0pp | 35.69%+405.7pp | 372.94%+68.5pp |
| Employer contribution / active EE | $3,004 | $4,103-26.8% | $3,737-19.6% | $4,751-36.8% |
| Participant deferral / active EE | $7,135 | $5,454+30.8% | $4,878+46.3% | $6,710+6.3% |
| Admin fee / account holder | $292 | $7,877-96.3% | $6,730-95.7% | $11,403-97.4% |