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 | $23,552 | $80,717-70.8% | $154,803-84.8% | $84,808-72.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 21.64% | 37.96%-16.3pp | 58.88%-37.2pp | 40.90%-19.3pp |
| Employer contribution / active EE | $2,581 | $2,761-6.5% | $4,305-40.0% | $2,631-1.9% |
| Participant deferral / active EE | $3,655 | $3,303+10.7% | $5,540-34.0% | $4,212-13.2% |
| Admin fee / account holder | $249 | $6,746-96.3% | $14,329-98.3% | $7,344-96.6% |