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 | $33,144 | $172,478-80.8% | $145,661-77.2% | $142,382-76.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 23.19% | 151.09%-127.9pp | 101.46%-78.3pp | 217.08%-193.9pp |
| Employer contribution / active EE | $2,256 | $4,899-54.0% | $4,238-46.8% | $4,299-47.5% |
| Participant deferral / active EE | $7,472 | $8,348-10.5% | $7,198+3.8% | $6,507+14.8% |
| Admin fee / account holder | $54 | $16,864-99.7% | $12,466-99.6% | $12,624-99.6% |