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 | $36,692 | $114,381-67.9% | $107,525-65.9% | $142,382-74.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.21% | 242.71%-223.5pp | 181.32%-162.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,939 | $4,015-26.8% | $3,754-21.7% | $4,299-31.6% |
| Participant deferral / active EE | $6,131 | $5,564+10.2% | $5,116+19.8% | $6,507-5.8% |
| Admin fee / account holder | $236 | $9,860-97.6% | $8,919-97.4% | $12,624-98.1% |