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 | $41,319 | $74,888-44.8% | $71,209-42.0% | $142,382-71.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 26.16% | 345.14%-319.0pp | 282.51%-256.4pp | 217.08%-190.9pp |
| Employer contribution / active EE | $3,153 | $2,854+10.5% | $2,721+15.9% | $4,299-26.7% |
| Participant deferral / active EE | $10,045 | $4,454+125.5% | $4,175+140.6% | $6,507+54.4% |
| Admin fee / account holder | $68 | $5,568-98.8% | $5,349-98.7% | $12,624-99.5% |