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 | $39,674 | $104,974-62.2% | $95,585-58.5% | $142,382-72.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 26.08% | 210.33%-184.3pp | 38.56%-12.5pp | 217.08%-191.0pp |
| Employer contribution / active EE | $12,967 | $2,779+366.7% | $2,527+413.2% | $4,299+201.6% |
| Participant deferral / active EE | $7,515 | $4,352+72.7% | $4,023+86.8% | $6,507+15.5% |
| Admin fee / account holder | $50 | $6,386-99.2% | $6,127-99.2% | $12,624-99.6% |