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 | $33,152 | $87,013-61.9% | $106,213-68.8% | $80,856-59.0% |
| Participation rate | 97.7% | 70.4%+27.3pp | 75.3%+22.4pp | 67.6%+30.1pp |
| Annual return | 42.30% | 17.05%+25.3pp | 116.14%-73.8pp | 35.59%+6.7pp |
| Employer contribution / active EE | $5,446 | $2,395+127.4% | $3,171+71.7% | $2,755+97.7% |
| Participant deferral / active EE | $9,785 | $3,986+145.5% | $5,016+95.1% | $4,296+127.8% |
| Admin fee / account holder | $233 | $8,431-97.2% | $11,033-97.9% | $6,918-96.6% |