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 | $39,072 | $74,888-47.8% | $71,209-45.1% | $142,382-72.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.47% | 345.14%-326.7pp | 282.51%-264.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,576 | $2,854-9.8% | $2,721-5.3% | $4,299-40.1% |
| Participant deferral / active EE | $11,770 | $4,454+164.2% | $4,175+181.9% | $6,507+80.9% |
| Admin fee / account holder | $84 | $5,568-98.5% | $5,349-98.4% | $12,624-99.3% |