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 | $38,274 | $159,602-76.0% | $150,045-74.5% | $142,382-73.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.84% | 70.24%-46.4pp | 62.55%-38.7pp | 217.08%-193.2pp |
| Employer contribution / active EE | $4,487 | $4,961-9.5% | $4,693-4.4% | $4,299+4.4% |
| Participant deferral / active EE | $13,679 | $8,310+64.6% | $7,997+71.0% | $6,507+110.2% |
| Admin fee / account holder | $163 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |