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 | $38,801 | $106,584-63.6% | $101,326-61.7% | $142,382-72.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.88% | 36.93%-18.0pp | 36.82%-17.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $993 | $3,956-74.9% | $3,665-72.9% | $4,299-76.9% |
| Participant deferral / active EE | $8,804 | $8,297+6.1% | $7,994+10.1% | $6,507+35.3% |
| Admin fee / account holder | $47 | $11,446-99.6% | $11,185-99.6% | $12,624-99.6% |