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 | $31,100 | $106,584-70.8% | $101,326-69.3% | $142,382-78.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 30.16% | 36.93%-6.8pp | 36.82%-6.7pp | 217.08%-186.9pp |
| Employer contribution / active EE | $3,217 | $3,956-18.7% | $3,665-12.2% | $4,299-25.2% |
| Participant deferral / active EE | $13,685 | $8,297+64.9% | $7,994+71.2% | $6,507+110.3% |
| Admin fee / account holder | $24 | $11,446-99.8% | $11,185-99.8% | $12,624-99.8% |