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 5-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 | $38,245 | $201,272-81.0% | $184,203-79.2% | $145,922-73.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.20% | 29.00%-13.8pp | 28.81%-13.6pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,513 | $7,022-50.0% | $6,427-45.3% | $4,660-24.6% |
| Participant deferral / active EE | $7,068 | $9,806-27.9% | $9,131-22.6% | $6,688+5.7% |
| Admin fee / account holder | $70 | $16,364-99.6% | $13,901-99.5% | $13,397-99.5% |