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 | $29,691 | $179,726-83.5% | $156,263-81.0% | $142,382-79.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.92% | 77.86%-56.9pp | 59.47%-38.5pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,016 | $5,069-60.2% | $4,333-53.5% | $4,299-53.1% |
| Participant deferral / active EE | $14,227 | $6,956+104.5% | $6,158+131.0% | $6,507+118.6% |
| Admin fee / account holder | $70 | $17,272-99.6% | $14,255-99.5% | $12,624-99.4% |