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 | $30,398 | $177,572-82.9% | $154,803-80.4% | $142,382-78.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.84% | 65.07%-52.2pp | 58.88%-46.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,621 | $4,810-45.5% | $4,305-39.1% | $4,299-39.0% |
| Participant deferral / active EE | $6,891 | $6,272+9.9% | $5,540+24.4% | $6,507+5.9% |
| Admin fee / account holder | $249 | $16,786-98.5% | $14,329-98.3% | $12,624-98.0% |