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 4-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 | $35,257 | $74,888-52.9% | $71,209-50.5% | $142,382-75.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.72% | 345.14%-326.4pp | 282.51%-263.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,256 | $2,854-21.0% | $2,721-17.1% | $4,299-47.5% |
| Participant deferral / active EE | $4,150 | $4,454-6.8% | $4,175-0.6% | $6,507-36.2% |
| Admin fee / account holder | $219 | $5,568-96.1% | $5,349-95.9% | $12,624-98.3% |