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 6-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 | $36,139 | $104,974-65.6% | $95,585-62.2% | $142,382-74.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.33% | 210.33%-191.0pp | 38.56%-19.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,145 | $2,779+13.2% | $2,527+24.5% | $4,299-26.9% |
| Participant deferral / active EE | $3,054 | $4,352-29.8% | $4,023-24.1% | $6,507-53.1% |
| Admin fee / account holder | $156 | $6,386-97.6% | $6,127-97.5% | $12,624-98.8% |