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 | $32,342 | $117,983-72.6% | $101,794-68.2% | $142,382-77.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.29% | 36.92%-15.6pp | 30.53%-9.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $10,248 | $2,773+269.6% | $2,289+347.7% | $4,299+138.4% |
| Participant deferral / active EE | $7,929 | $4,714+68.2% | $4,084+94.1% | $6,507+21.8% |
| Admin fee / account holder | $230 | $10,433-97.8% | $8,777-97.4% | $12,624-98.2% |