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 | $42,968 | $117,841-63.5% | $102,423-58.0% | $145,922-70.6% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 24.74% | 31.65%-6.9pp | 29.32%-4.6pp | 561.29%-536.5pp |
| Employer contribution / active EE | $3,672 | $3,615+1.6% | $3,023+21.5% | $4,660-21.2% |
| Participant deferral / active EE | $11,930 | $5,731+108.2% | $5,053+136.1% | $6,688+78.4% |
| Admin fee / account holder | $55 | $13,326-99.6% | $9,451-99.4% | $13,397-99.6% |