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 | $25,953 | $96,635-73.1% | $86,612-70.0% | $139,434-81.4% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 23.28% | 106.41%-83.1pp | 591.07%-567.8pp | 372.94%-349.7pp |
| Employer contribution / active EE | $2,995 | $3,263-8.2% | $3,022-0.9% | $4,751-37.0% |
| Participant deferral / active EE | $8,712 | $4,836+80.2% | $4,438+96.3% | $6,710+29.8% |
| Admin fee / account holder | $40 | $6,408-99.4% | $5,614-99.3% | $11,403-99.6% |