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 | $26,834 | $127,065-78.9% | $113,168-76.3% | $142,382-81.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 22.02% | 24.03%-2.0pp | 24.27%-2.3pp | 217.08%-195.1pp |
| Employer contribution / active EE | $3,986 | $3,442+15.8% | $2,975+34.0% | $4,299-7.3% |
| Participant deferral / active EE | $5,278 | $5,716-7.7% | $5,107+3.3% | $6,507-18.9% |
| Admin fee / account holder | $58 | $15,736-99.6% | $12,068-99.5% | $12,624-99.5% |