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 6-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 | $31,074 | $114,381-72.8% | $107,525-71.1% | $142,382-78.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.46% | 242.71%-222.2pp | 181.32%-160.9pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,898 | $4,015-27.8% | $3,754-22.8% | $4,299-32.6% |
| Participant deferral / active EE | $6,624 | $5,564+19.1% | $5,116+29.5% | $6,507+1.8% |
| Admin fee / account holder | $280 | $9,860-97.2% | $8,919-96.9% | $12,624-97.8% |