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 | $36,100 | $107,452-66.4% | $91,541-60.6% | $142,382-74.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 24.28% | 22.06%+2.2pp | 20.50%+3.8pp | 217.08%-192.8pp |
| Employer contribution / active EE | $3,379 | $2,994+12.8% | $2,505+34.9% | $4,299-21.4% |
| Participant deferral / active EE | $4,947 | $4,754+4.1% | $4,008+23.4% | $6,507-24.0% |
| Admin fee / account holder | $60 | $8,834-99.3% | $6,956-99.1% | $12,624-99.5% |