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 | $39,132 | $117,983-66.8% | $101,794-61.6% | $142,382-72.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.38% | 36.92%-17.5pp | 30.53%-11.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,253 | $2,773-18.7% | $2,289-1.6% | $4,299-47.6% |
| Participant deferral / active EE | $5,200 | $4,714+10.3% | $4,084+27.3% | $6,507-20.1% |
| Admin fee / account holder | $248 | $10,433-97.6% | $8,777-97.2% | $12,624-98.0% |