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 | $19,156 | $127,065-84.9% | $113,168-83.1% | $142,382-86.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 31.59% | 24.03%+7.6pp | 24.27%+7.3pp | 217.08%-185.5pp |
| Employer contribution / active EE | $2,922 | $3,442-15.1% | $2,975-1.8% | $4,299-32.0% |
| Participant deferral / active EE | $7,332 | $5,716+28.3% | $5,107+43.6% | $6,507+12.7% |
| Admin fee / account holder | $96 | $15,736-99.4% | $12,068-99.2% | $12,624-99.2% |