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 | $39,275 | $210,648-81.4% | $177,989-77.9% | $145,922-73.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.15% | 385.86%-368.7pp | 294.48%-277.3pp | 561.29%-544.1pp |
| Employer contribution / active EE | $7,879 | $4,565+72.6% | $3,949+99.5% | $4,660+69.1% |
| Participant deferral / active EE | $18,460 | $6,958+165.3% | $6,276+194.1% | $6,688+176.0% |
| Admin fee / account holder | $39 | $12,013-99.7% | $10,363-99.6% | $13,397-99.7% |