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 | $29,060 | $72,277-59.8% | $101,248-71.3% | $79,858-63.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 18.14% | 22.30%-4.2pp | 46.47%-28.3pp | 31.71%-13.6pp |
| Employer contribution / active EE | $2,740 | $2,692+1.8% | $3,660-25.1% | $2,471+10.9% |
| Participant deferral / active EE | $4,139 | $3,282+26.1% | $4,370-5.3% | $3,740+10.7% |
| Admin fee / account holder | $146 | $4,400-96.7% | $5,945-97.5% | $5,306-97.2% |