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 | $30,253 | $95,266-68.2% | $82,389-63.3% | $142,382-78.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 25.03% | 25.74%-0.7pp | 28.67%-3.6pp | 217.08%-192.0pp |
| Employer contribution / active EE | $2,840 | $2,991-5.0% | $2,517+12.8% | $4,299-33.9% |
| Participant deferral / active EE | $9,740 | $4,809+102.5% | $4,155+134.4% | $6,507+49.7% |
| Admin fee / account holder | $42 | $8,563-99.5% | $7,231-99.4% | $12,624-99.7% |