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 | $32,074 | $177,572-81.9% | $154,803-79.3% | $142,382-77.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.80% | 65.07%-40.3pp | 58.88%-34.1pp | 217.08%-192.3pp |
| Employer contribution / active EE | $4,074 | $4,810-15.3% | $4,305-5.4% | $4,299-5.2% |
| Participant deferral / active EE | $9,594 | $6,272+53.0% | $5,540+73.2% | $6,507+47.4% |
| Admin fee / account holder | $213 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |