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 | $52,783 | $106,584-50.5% | $101,326-47.9% | $142,382-62.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.55% | 36.93%-15.4pp | 36.82%-15.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $625 | $3,956-84.2% | $3,665-82.9% | $4,299-85.5% |
| Participant deferral / active EE | $6,350 | $8,297-23.5% | $7,994-20.6% | $6,507-2.4% |
| Admin fee / account holder | $163 | $11,446-98.6% | $11,185-98.5% | $12,624-98.7% |