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 4-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 | $29,812 | $89,753-66.8% | $107,525-72.3% | $84,808-64.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 20.31% | 29.48%-9.2pp | 181.32%-161.0pp | 40.90%-20.6pp |
| Employer contribution / active EE | $3,339 | $3,113+7.2% | $3,754-11.1% | $2,631+26.9% |
| Participant deferral / active EE | $6,351 | $4,056+56.6% | $5,116+24.2% | $4,212+50.8% |
| Admin fee / account holder | $268 | $7,222-96.3% | $8,919-97.0% | $7,344-96.3% |