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 | $36,726 | $127,065-71.1% | $113,168-67.5% | $142,382-74.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 25.49% | 24.03%+1.5pp | 24.27%+1.2pp | 217.08%-191.6pp |
| Employer contribution / active EE | $2,614 | $3,442-24.1% | $2,975-12.1% | $4,299-39.2% |
| Participant deferral / active EE | $8,812 | $5,716+54.1% | $5,107+72.5% | $6,507+35.4% |
| Admin fee / account holder | $137 | $15,736-99.1% | $12,068-98.9% | $12,624-98.9% |