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 | $34,166 | $177,572-80.8% | $154,803-77.9% | $142,382-76.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.18% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,800 | $4,810-62.6% | $4,305-58.2% | $4,299-58.1% |
| Participant deferral / active EE | $8,697 | $6,272+38.7% | $5,540+57.0% | $6,507+33.7% |
| Admin fee / account holder | $154 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |