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 | $28,271 | $114,381-75.3% | $107,525-73.7% | $142,382-80.1% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 19.63% | 242.71%-223.1pp | 181.32%-161.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $3,455 | $4,015-13.9% | $3,754-8.0% | $4,299-19.6% |
| Participant deferral / active EE | $4,704 | $5,564-15.5% | $5,116-8.0% | $6,507-27.7% |
| Admin fee / account holder | $289 | $9,860-97.1% | $8,919-96.8% | $12,624-97.7% |