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 | $42,875 | $108,919-60.6% | $100,391-57.3% | $145,922-70.6% |
| Participation rate | 94.4% | 82.9%+11.5pp | 81.5%+13.0pp | 80.3%+14.2pp |
| Annual return | 17.16% | 57.88%-40.7pp | 49.20%-32.0pp | 561.29%-544.1pp |
| Employer contribution / active EE | $3,931 | $4,419-11.0% | $3,942-0.3% | $4,660-15.6% |
| Participant deferral / active EE | $13,458 | $8,445+59.4% | $8,082+66.5% | $6,688+101.2% |
| Admin fee / account holder | $26 | $9,689-99.7% | $7,899-99.7% | $13,397-99.8% |