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 | $33,659 | $106,584-68.4% | $101,326-66.8% | $142,382-76.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.47% | 36.93%-15.5pp | 36.82%-15.3pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,197 | $3,956-69.8% | $3,665-67.4% | $4,299-72.2% |
| Participant deferral / active EE | $11,719 | $8,297+41.2% | $7,994+46.6% | $6,507+80.1% |
| Admin fee / account holder | $81 | $11,446-99.3% | $11,185-99.3% | $12,624-99.4% |