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 | $22,378 | $127,065-82.4% | $113,168-80.2% | $142,382-84.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 26.62% | 24.03%+2.6pp | 24.27%+2.4pp | 217.08%-190.5pp |
| Employer contribution / active EE | $6,550 | $3,442+90.3% | $2,975+120.1% | $4,299+52.4% |
| Participant deferral / active EE | $6,163 | $5,716+7.8% | $5,107+20.7% | $6,507-5.3% |
| Admin fee / account holder | $59 | $15,736-99.6% | $12,068-99.5% | $12,624-99.5% |