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 | $29,374 | $74,888-60.8% | $71,209-58.8% | $142,382-79.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 27.24% | 345.14%-317.9pp | 282.51%-255.3pp | 217.08%-189.8pp |
| Employer contribution / active EE | $4,757 | $2,854+66.6% | $2,721+74.8% | $4,299+10.6% |
| Participant deferral / active EE | $15,944 | $4,454+257.9% | $4,175+281.9% | $6,507+145.0% |
| Admin fee / account holder | $253 | $5,568-95.5% | $5,349-95.3% | $12,624-98.0% |