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 | $25,042 | $159,602-84.3% | $150,045-83.3% | $142,382-82.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.22% | 70.24%-44.0pp | 62.55%-36.3pp | 217.08%-190.9pp |
| Employer contribution / active EE | $3,388 | $4,961-31.7% | $4,693-27.8% | $4,299-21.2% |
| Participant deferral / active EE | $5,646 | $8,310-32.1% | $7,997-29.4% | $6,507-13.2% |
| Admin fee / account holder | $86 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |