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 | $28,250 | $177,572-84.1% | $154,803-81.8% | $142,382-80.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 33.84% | 65.07%-31.2pp | 58.88%-25.0pp | 217.08%-183.2pp |
| Employer contribution / active EE | $2,077 | $4,810-56.8% | $4,305-51.8% | $4,299-51.7% |
| Participant deferral / active EE | $13,129 | $6,272+109.3% | $5,540+137.0% | $6,507+101.8% |
| Admin fee / account holder | $248 | $16,786-98.5% | $14,329-98.3% | $12,624-98.0% |