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 | $34,146 | $106,584-68.0% | $101,326-66.3% | $142,382-76.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.15% | 36.93%-14.8pp | 36.82%-14.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $6,330 | $3,956+60.0% | $3,665+72.7% | $4,299+47.2% |
| Participant deferral / active EE | $16,145 | $8,297+94.6% | $7,994+102.0% | $6,507+148.1% |
| Admin fee / account holder | $54 | $11,446-99.5% | $11,185-99.5% | $12,624-99.6% |