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 | $37,725 | $127,065-70.3% | $113,168-66.7% | $142,382-73.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 30.01% | 24.03%+6.0pp | 24.27%+5.7pp | 217.08%-187.1pp |
| Employer contribution / active EE | $6,262 | $3,442+81.9% | $2,975+110.5% | $4,299+45.7% |
| Participant deferral / active EE | $13,742 | $5,716+140.4% | $5,107+169.1% | $6,507+111.2% |
| Admin fee / account holder | $37 | $15,736-99.8% | $12,068-99.7% | $12,624-99.7% |