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 9-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 | $31,177 | $152,587-79.6% | $125,175-75.1% | $152,861-79.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.61% | 54.84%-34.2pp | 43.79%-23.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $3,165 | $4,946-36.0% | $3,865-18.1% | $4,762-33.5% |
| Participant deferral / active EE | $8,836 | $5,868+50.6% | $4,937+79.0% | $5,850+51.0% |
| Admin fee / account holder | $75 | $13,434-99.4% | $9,702-99.2% | $11,596-99.4% |