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 | $32,403 | $114,381-71.7% | $107,525-69.9% | $142,382-77.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.99% | 242.71%-224.7pp | 181.32%-163.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $5,721 | $4,015+42.5% | $3,754+52.4% | $4,299+33.1% |
| Participant deferral / active EE | $2,827 | $5,564-49.2% | $5,116-44.7% | $6,507-56.6% |
| Admin fee / account holder | $236 | $9,860-97.6% | $8,919-97.3% | $12,624-98.1% |