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 | $33,561 | $177,572-81.1% | $154,803-78.3% | $142,382-76.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 31.00% | 65.07%-34.1pp | 58.88%-27.9pp | 217.08%-186.1pp |
| Employer contribution / active EE | $16,535 | $4,810+243.7% | $4,305+284.1% | $4,299+284.6% |
| Participant deferral / active EE | $8,376 | $6,272+33.5% | $5,540+51.2% | $6,507+28.7% |
| Admin fee / account holder | $45 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |