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 | $30,413 | $100,773-69.8% | $88,946-65.8% | $142,382-78.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 26.77% | 70.18%-43.4pp | 57.82%-31.0pp | 217.08%-190.3pp |
| Employer contribution / active EE | $2,332 | $2,918-20.1% | $2,555-8.7% | $4,299-45.8% |
| Participant deferral / active EE | $6,981 | $5,230+33.5% | $4,581+52.4% | $6,507+7.3% |
| Admin fee / account holder | -$169 | $9,693-101.7% | $8,261-102.0% | $12,624-101.3% |