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 6-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 | $40,276 | $147,727-72.7% | $115,756-65.2% | $134,475-70.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | 35.34% | 73.96%-38.6pp | 143.14%-107.8pp | 417.96%-382.6pp |
| Employer contribution / active EE | $1,754 | $4,713-62.8% | $3,793-53.8% | $4,740-63.0% |
| Participant deferral / active EE | $2,114 | $7,563-72.1% | $6,254-66.2% | $6,400-67.0% |
| Admin fee / account holder | $13 | $14,571-99.9% | $8,124-99.8% | $11,426-99.9% |