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 | $29,600 | $177,572-83.3% | $154,803-80.9% | $142,382-79.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.73% | 65.07%-40.3pp | 58.88%-34.2pp | 217.08%-192.3pp |
| Employer contribution / active EE | $2,756 | $4,810-42.7% | $4,305-36.0% | $4,299-35.9% |
| Participant deferral / active EE | $6,824 | $6,272+8.8% | $5,540+23.2% | $6,507+4.9% |
| Admin fee / account holder | $182 | $16,786-98.9% | $14,329-98.7% | $12,624-98.6% |