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 | $30,582 | $214,378-85.7% | $200,582-84.8% | $142,382-78.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.20% | 46.41%-27.2pp | 42.33%-23.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $4,525 | $6,841-33.9% | $6,419-29.5% | $4,299+5.3% |
| Participant deferral / active EE | $7,868 | $9,865-20.2% | $9,331-15.7% | $6,507+20.9% |
| Admin fee / account holder | $196 | $17,692-98.9% | $16,305-98.8% | $12,624-98.4% |