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 | $32,544 | $79,944-59.3% | $98,439-66.9% | $75,163-56.7% |
| Participation rate | 93.8% | 70.4%+23.4pp | 75.2%+18.6pp | 67.2%+26.6pp |
| Annual return | 0.00% | 19.75%-19.7pp | 21.16%-21.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,526 | $2,264+11.6% | $3,048-17.1% | $2,670-5.4% |
| Participant deferral / active EE | $4,080 | $3,752+8.7% | $4,738-13.9% | $4,125-1.1% |
| Admin fee / account holder | $33 | $6,840-99.5% | $8,948-99.6% | $5,651-99.4% |