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 6-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 | $31,915 | $90,348-64.7% | $75,972-58.0% | $145,922-78.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.71% | 620.88%-606.2pp | 359.55%-344.8pp | 561.29%-546.6pp |
| Employer contribution / active EE | $3,893 | $3,311+17.6% | $2,685+45.0% | $4,660-16.5% |
| Participant deferral / active EE | $5,539 | $5,162+7.3% | $4,255+30.2% | $6,688-17.2% |
| Admin fee / account holder | $213 | $8,467-97.5% | $6,467-96.7% | $13,397-98.4% |