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 | $29,388 | $201,272-85.4% | $184,203-84.0% | $145,922-79.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.16% | 29.00%-2.8pp | 28.81%-2.7pp | 561.29%-535.1pp |
| Employer contribution / active EE | $3,334 | $7,022-52.5% | $6,427-48.1% | $4,660-28.4% |
| Participant deferral / active EE | $13,989 | $9,806+42.7% | $9,131+53.2% | $6,688+109.2% |
| Admin fee / account holder | $218 | $16,364-98.7% | $13,901-98.4% | $13,397-98.4% |