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 5-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 | $43,459 | $102,317-57.5% | $146,958-70.4% | $80,856-46.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 21.11% | 134.76%-113.7pp | 418.34%-397.2pp | 35.59%-14.5pp |
| Employer contribution / active EE | $5,264 | $3,713+41.8% | $4,933+6.7% | $2,755+91.1% |
| Participant deferral / active EE | $9,682 | $6,644+45.7% | $8,070+20.0% | $4,296+125.4% |
| Admin fee / account holder | $31 | $7,941-99.6% | $12,998-99.8% | $6,918-99.5% |