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 | $35,307 | $117,983-70.1% | $101,794-65.3% | $142,382-75.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.97% | 36.92%-20.9pp | 30.53%-14.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $5,591 | $2,773+101.6% | $2,289+144.2% | $4,299+30.0% |
| Participant deferral / active EE | $6,037 | $4,714+28.1% | $4,084+47.8% | $6,507-7.2% |
| Admin fee / account holder | $194 | $10,433-98.1% | $8,777-97.8% | $12,624-98.5% |