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 | $41,900 | $102,317-59.0% | $146,958-71.5% | $80,856-48.2% |
| Participation rate | 88.5% | 75.8%+12.6pp | 82.2%+6.3pp | 67.6%+20.8pp |
| Annual return | 33.55% | 134.76%-101.2pp | 418.34%-384.8pp | 35.59%-2.0pp |
| Employer contribution / active EE | $6,749 | $3,713+81.8% | $4,933+36.8% | $2,755+145.0% |
| Participant deferral / active EE | $11,162 | $6,644+68.0% | $8,070+38.3% | $4,296+159.8% |
| Admin fee / account holder | $132 | $7,941-98.3% | $12,998-99.0% | $6,918-98.1% |