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 3-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 | $35,221 | $74,888-53.0% | $71,209-50.5% | $142,382-75.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.73% | 345.14%-326.4pp | 282.51%-263.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,400 | $2,854+19.1% | $2,721+24.9% | $4,299-20.9% |
| Participant deferral / active EE | $8,312 | $4,454+86.6% | $4,175+99.1% | $6,507+27.7% |
| Admin fee / account holder | $181 | $5,568-96.8% | $5,349-96.6% | $12,624-98.6% |