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 | $31,998 | $99,877-68.0% | $84,966-62.3% | $145,922-78.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.64% | 83.76%-71.1pp | 66.38%-53.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,364 | $3,231+4.1% | $2,727+23.3% | $4,660-27.8% |
| Participant deferral / active EE | $9,558 | $5,291+80.7% | $4,519+111.5% | $6,688+42.9% |
| Admin fee / account holder | $19 | $7,248-99.7% | $6,149-99.7% | $13,397-99.9% |