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 | $58,808 | $117,983-50.2% | $101,794-42.2% | $142,382-58.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 27.80% | 36.92%-9.1pp | 30.53%-2.7pp | 217.08%-189.3pp |
| Employer contribution / active EE | $4,249 | $2,773+53.3% | $2,289+85.6% | $4,299-1.2% |
| Participant deferral / active EE | $8,629 | $4,714+83.1% | $4,084+111.3% | $6,507+32.6% |
| Admin fee / account holder | $64 | $10,433-99.4% | $8,777-99.3% | $12,624-99.5% |