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 | $15,226 | $117,983-87.1% | $101,794-85.0% | $142,382-89.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 30.34% | 36.92%-6.6pp | 30.53%-0.2pp | 217.08%-186.7pp |
| Employer contribution / active EE | $2,672 | $2,773-3.6% | $2,289+16.8% | $4,299-37.8% |
| Participant deferral / active EE | $7,227 | $4,714+53.3% | $4,084+77.0% | $6,507+11.1% |
| Admin fee / account holder | $35 | $10,433-99.7% | $8,777-99.6% | $12,624-99.7% |