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 | $34,461 | $117,983-70.8% | $101,794-66.1% | $142,382-75.8% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.2%+22.5pp | 80.1%+11.5pp |
| Annual return | 10.09% | 36.92%-26.8pp | 30.53%-20.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $11,279 | $2,773+306.8% | $2,289+392.8% | $4,299+162.4% |
| Participant deferral / active EE | $0 | $4,714-100.0% | $4,084-100.0% | $6,507-100.0% |
| Admin fee / account holder | $154 | $10,433-98.5% | $8,777-98.3% | $12,624-98.8% |