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 | $38,594 | $183,519-79.0% | $155,509-75.2% | $145,922-73.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.29% | 61.17%-37.9pp | 64.67%-41.4pp | 561.29%-538.0pp |
| Employer contribution / active EE | $2,125 | $5,313-60.0% | $4,672-54.5% | $4,660-54.4% |
| Participant deferral / active EE | $11,786 | $6,462+82.4% | $5,626+109.5% | $6,688+76.2% |
| Admin fee / account holder | $58 | $19,313-99.7% | $15,912-99.6% | $13,397-99.6% |