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 | $30,295 | $117,983-74.3% | $101,794-70.2% | $142,382-78.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.19% | 36.92%-15.7pp | 30.53%-9.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $5,247 | $2,773+89.2% | $2,289+129.2% | $4,299+22.0% |
| Participant deferral / active EE | $9,417 | $4,714+99.8% | $4,084+130.6% | $6,507+44.7% |
| Admin fee / account holder | $53 | $10,433-99.5% | $8,777-99.4% | $12,624-99.6% |