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 3-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 | $28,187 | $106,515-73.5% | $96,683-70.8% | $139,434-79.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 214.15% | 38.43%+175.7pp | 35.69%+178.5pp | 372.94%-158.8pp |
| Employer contribution / active EE | $2,372 | $4,103-42.2% | $3,737-36.5% | $4,751-50.1% |
| Participant deferral / active EE | $6,206 | $5,454+13.8% | $4,878+27.2% | $6,710-7.5% |
| Admin fee / account holder | $218 | $7,877-97.2% | $6,730-96.8% | $11,403-98.1% |