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 5-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 | $35,162 | $127,065-72.3% | $113,168-68.9% | $142,382-75.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.51% | 24.03%-4.5pp | 24.27%-4.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,633 | $3,442-52.5% | $2,975-45.1% | $4,299-62.0% |
| Participant deferral / active EE | $3,250 | $5,716-43.1% | $5,107-36.4% | $6,507-50.1% |
| Admin fee / account holder | $73 | $15,736-99.5% | $12,068-99.4% | $12,624-99.4% |