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 | $29,038 | $74,888-61.2% | $71,209-59.2% | $142,382-79.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 25.60% | 345.14%-319.5pp | 282.51%-256.9pp | 217.08%-191.5pp |
| Employer contribution / active EE | $2,892 | $2,854+1.3% | $2,721+6.3% | $4,299-32.7% |
| Participant deferral / active EE | $8,867 | $4,454+99.1% | $4,175+112.4% | $6,507+36.3% |
| Admin fee / account holder | $85 | $5,568-98.5% | $5,349-98.4% | $12,624-99.3% |