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 | $33,688 | $127,065-73.5% | $113,168-70.2% | $142,382-76.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 22.93% | 24.03%-1.1pp | 24.27%-1.3pp | 217.08%-194.1pp |
| Employer contribution / active EE | $3,477 | $3,442+1.0% | $2,975+16.8% | $4,299-19.1% |
| Participant deferral / active EE | $7,897 | $5,716+38.1% | $5,107+54.6% | $6,507+21.4% |
| Admin fee / account holder | $266 | $15,736-98.3% | $12,068-97.8% | $12,624-97.9% |