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 | $38,003 | $127,065-70.1% | $113,168-66.4% | $142,382-73.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 27.78% | 24.03%+3.8pp | 24.27%+3.5pp | 217.08%-189.3pp |
| Employer contribution / active EE | $7,267 | $3,442+111.1% | $2,975+144.3% | $4,299+69.0% |
| Participant deferral / active EE | $14,031 | $5,716+145.5% | $5,107+174.7% | $6,507+115.6% |
| Admin fee / account holder | $65 | $15,736-99.6% | $12,068-99.5% | $12,624-99.5% |