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 | $29,895 | $177,572-83.2% | $154,803-80.7% | $142,382-79.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 36.17% | 65.07%-28.9pp | 58.88%-22.7pp | 217.08%-180.9pp |
| Employer contribution / active EE | $2,607 | $4,810-45.8% | $4,305-39.5% | $4,299-39.4% |
| Participant deferral / active EE | $17,570 | $6,272+180.2% | $5,540+217.1% | $6,507+170.0% |
| Admin fee / account holder | $77 | $16,786-99.5% | $14,329-99.5% | $12,624-99.4% |