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 | $21,095 | $81,248-74.0% | $155,509-86.4% | $80,856-73.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.67% | 33.31%-19.6pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,923 | $3,100-5.7% | $4,672-37.4% | $2,755+6.1% |
| Participant deferral / active EE | $2,938 | $3,452-14.9% | $5,626-47.8% | $4,296-31.6% |
| Admin fee / account holder | $52 | $7,997-99.3% | $15,912-99.7% | $6,918-99.2% |