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 | $27,607 | $117,983-76.6% | $101,794-72.9% | $142,382-80.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 22.22% | 36.92%-14.7pp | 30.53%-8.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,781 | $2,773+0.3% | $2,289+21.5% | $4,299-35.3% |
| Participant deferral / active EE | $8,274 | $4,714+75.5% | $4,084+102.6% | $6,507+27.1% |
| Admin fee / account holder | $264 | $10,433-97.5% | $8,777-97.0% | $12,624-97.9% |