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 | $56,546 | $100,773-43.9% | $88,946-36.4% | $142,382-60.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.42% | 70.18%-57.8pp | 57.82%-45.4pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,963 | $2,918+1.6% | $2,555+16.0% | $4,299-31.1% |
| Participant deferral / active EE | $10,694 | $5,230+104.5% | $4,581+133.4% | $6,507+64.3% |
| Admin fee / account holder | $146 | $9,693-98.5% | $8,261-98.2% | $12,624-98.8% |