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 | $28,544 | $74,888-61.9% | $71,209-59.9% | $142,382-80.0% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.1%+12.2pp |
| Annual return | 24.80% | 345.14%-320.3pp | 282.51%-257.7pp | 217.08%-192.3pp |
| Employer contribution / active EE | $2,903 | $2,854+1.7% | $2,721+6.7% | $4,299-32.5% |
| Participant deferral / active EE | $5,265 | $4,454+18.2% | $4,175+26.1% | $6,507-19.1% |
| Admin fee / account holder | $47 | $5,568-99.2% | $5,349-99.1% | $12,624-99.6% |