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 | $41,022 | $127,065-67.7% | $113,168-63.8% | $142,382-71.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 27.28% | 24.03%+3.2pp | 24.27%+3.0pp | 217.08%-189.8pp |
| Employer contribution / active EE | $5,922 | $3,442+72.1% | $2,975+99.1% | $4,299+37.8% |
| Participant deferral / active EE | $11,440 | $5,716+100.1% | $5,107+124.0% | $6,507+75.8% |
| Admin fee / account holder | $42 | $15,736-99.7% | $12,068-99.7% | $12,624-99.7% |