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 4-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 | $34,159 | $94,338-63.8% | $100,534-66.0% | $142,382-76.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 16.92% | 29.20%-12.3pp | 32.66%-15.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,284 | $4,237-46.1% | $4,346-47.5% | $4,299-46.9% |
| Participant deferral / active EE | $6,568 | $5,934+10.7% | $6,144+6.9% | $6,507+0.9% |
| Admin fee / account holder | $286 | $8,421-96.6% | $7,654-96.3% | $12,624-97.7% |