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 | $29,619 | $114,381-74.1% | $107,525-72.5% | $142,382-79.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.44% | 242.71%-219.3pp | 181.32%-157.9pp | 217.08%-193.6pp |
| Employer contribution / active EE | $3,175 | $4,015-20.9% | $3,754-15.4% | $4,299-26.1% |
| Participant deferral / active EE | $9,252 | $5,564+66.3% | $5,116+80.9% | $6,507+42.2% |
| Admin fee / account holder | $70 | $9,860-99.3% | $8,919-99.2% | $12,624-99.4% |