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 | $25,373 | $133,922-81.1% | $116,228-78.2% | $142,382-82.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 22.11% | 147.76%-125.7pp | 90.06%-68.0pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,866 | $3,446-16.8% | $2,994-4.3% | $4,299-33.3% |
| Participant deferral / active EE | $5,999 | $5,672+5.8% | $4,953+21.1% | $6,507-7.8% |
| Admin fee / account holder | $119 | $14,945-99.2% | $11,989-99.0% | $12,624-99.1% |