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 8-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 | $32,428 | $117,983-72.5% | $101,794-68.1% | $142,382-77.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.23% | 36.92%-15.7pp | 30.53%-9.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,411 | $2,773-13.0% | $2,289+5.3% | $4,299-43.9% |
| Participant deferral / active EE | $2,951 | $4,714-37.4% | $4,084-27.8% | $6,507-54.7% |
| Admin fee / account holder | $5 | $10,433-100.0% | $8,777-99.9% | $12,624-100.0% |