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 | $35,447 | $177,572-80.0% | $154,803-77.1% | $142,382-75.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.69% | 65.07%-41.4pp | 58.88%-35.2pp | 217.08%-193.4pp |
| Employer contribution / active EE | $6,455 | $4,810+34.2% | $4,305+49.9% | $4,299+50.1% |
| Participant deferral / active EE | $6,148 | $6,272-2.0% | $5,540+11.0% | $6,507-5.5% |
| Admin fee / account holder | $12 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |