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 | $41,209 | $114,381-64.0% | $107,525-61.7% | $142,382-71.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.75% | 242.71%-219.0pp | 181.32%-157.6pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,730 | $4,015-56.9% | $3,754-53.9% | $4,299-59.8% |
| Participant deferral / active EE | $11,336 | $5,564+103.7% | $5,116+121.6% | $6,507+74.2% |
| Admin fee / account holder | $38 | $9,860-99.6% | $8,919-99.6% | $12,624-99.7% |