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 | $38,552 | $106,584-63.8% | $101,326-62.0% | $142,382-72.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.82% | 36.93%-22.1pp | 36.82%-22.0pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,364 | $3,956-15.0% | $3,665-8.2% | $4,299-21.7% |
| Participant deferral / active EE | $10,663 | $8,297+28.5% | $7,994+33.4% | $6,507+63.9% |
| Admin fee / account holder | $32 | $11,446-99.7% | $11,185-99.7% | $12,624-99.7% |