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 | $28,956 | $109,982-73.7% | $97,226-70.2% | $145,922-80.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.76% | 242.90%-232.1pp | 75.13%-64.4pp | 561.29%-550.5pp |
| Employer contribution / active EE | $838 | $3,084-72.8% | $2,729-69.3% | $4,660-82.0% |
| Participant deferral / active EE | $6,178 | $4,676+32.1% | $4,264+44.9% | $6,688-7.6% |
| Admin fee / account holder | $112 | $6,221-98.2% | $5,654-98.0% | $13,397-99.2% |