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 | $26,016 | $159,602-83.7% | $150,045-82.7% | $142,382-81.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 34.37% | 70.24%-35.9pp | 62.55%-28.2pp | 217.08%-182.7pp |
| Employer contribution / active EE | $3,431 | $4,961-30.8% | $4,693-26.9% | $4,299-20.2% |
| Participant deferral / active EE | $7,929 | $8,310-4.6% | $7,997-0.9% | $6,507+21.8% |
| Admin fee / account holder | $39 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |