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 | $21,219 | $127,065-83.3% | $113,168-81.3% | $142,382-85.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.88% | 24.03%-2.2pp | 24.27%-2.4pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,292 | $3,442-33.4% | $2,975-23.0% | $4,299-46.7% |
| Participant deferral / active EE | $10,074 | $5,716+76.2% | $5,107+97.3% | $6,507+54.8% |
| Admin fee / account holder | $227 | $15,736-98.6% | $12,068-98.1% | $12,624-98.2% |