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 | $32,326 | $100,773-67.9% | $88,946-63.7% | $142,382-77.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.57% | 70.18%-48.6pp | 57.82%-36.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,173 | $2,918+8.7% | $2,555+24.2% | $4,299-26.2% |
| Participant deferral / active EE | $4,896 | $5,230-6.4% | $4,581+6.9% | $6,507-24.8% |
| Admin fee / account holder | $70 | $9,693-99.3% | $8,261-99.2% | $12,624-99.4% |