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 | $28,520 | $201,272-85.8% | $184,203-84.5% | $145,922-80.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.34% | 29.00%-10.7pp | 28.81%-10.5pp | 561.29%-542.9pp |
| Employer contribution / active EE | $2,394 | $7,022-65.9% | $6,427-62.8% | $4,660-48.6% |
| Participant deferral / active EE | $34,845 | $9,806+255.4% | $9,131+281.6% | $6,688+421.0% |
| Admin fee / account holder | $74 | $16,364-99.5% | $13,901-99.5% | $13,397-99.4% |