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 | $34,649 | $74,888-53.7% | $71,209-51.3% | $142,382-75.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.03% | 345.14%-321.1pp | 282.51%-258.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $3,557 | $2,854+24.6% | $2,721+30.7% | $4,299-17.3% |
| Participant deferral / active EE | $6,116 | $4,454+37.3% | $4,175+46.5% | $6,507-6.0% |
| Admin fee / account holder | $66 | $5,568-98.8% | $5,349-98.8% | $12,624-99.5% |