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 | $28,208 | $114,381-75.3% | $107,525-73.8% | $142,382-80.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.78% | 242.71%-219.9pp | 181.32%-158.5pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,766 | $4,015-56.0% | $3,754-53.0% | $4,299-58.9% |
| Participant deferral / active EE | $7,267 | $5,564+30.6% | $5,116+42.1% | $6,507+11.7% |
| Admin fee / account holder | $118 | $9,860-98.8% | $8,919-98.7% | $12,624-99.1% |