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 | $41,990 | $179,726-76.6% | $156,263-73.1% | $142,382-70.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 48.20% | 77.86%-29.7pp | 59.47%-11.3pp | 217.08%-168.9pp |
| Employer contribution / active EE | $3,413 | $5,069-32.7% | $4,333-21.2% | $4,299-20.6% |
| Participant deferral / active EE | $6,775 | $6,956-2.6% | $6,158+10.0% | $6,507+4.1% |
| Admin fee / account holder | $111 | $17,272-99.4% | $14,255-99.2% | $12,624-99.1% |