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 | $38,833 | $106,584-63.6% | $101,326-61.7% | $142,382-72.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.31% | 36.93%-16.6pp | 36.82%-16.5pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,559 | $3,956-60.6% | $3,665-57.5% | $4,299-63.7% |
| Participant deferral / active EE | $3,127 | $8,297-62.3% | $7,994-60.9% | $6,507-51.9% |
| Admin fee / account holder | $51 | $11,446-99.6% | $11,185-99.5% | $12,624-99.6% |