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 | $27,153 | $214,378-87.3% | $200,582-86.5% | $142,382-80.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.62% | 46.41%-24.8pp | 42.33%-20.7pp | 217.08%-195.5pp |
| Employer contribution / active EE | $4,700 | $6,841-31.3% | $6,419-26.8% | $4,299+9.3% |
| Participant deferral / active EE | $5,875 | $9,865-40.4% | $9,331-37.0% | $6,507-9.7% |
| Admin fee / account holder | $88 | $17,692-99.5% | $16,305-99.5% | $12,624-99.3% |