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 | $19,881 | $159,602-87.5% | $150,045-86.7% | $142,382-86.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 28.07% | 70.24%-42.2pp | 62.55%-34.5pp | 217.08%-189.0pp |
| Employer contribution / active EE | $2,226 | $4,961-55.1% | $4,693-52.6% | $4,299-48.2% |
| Participant deferral / active EE | $11,578 | $8,310+39.3% | $7,997+44.8% | $6,507+77.9% |
| Admin fee / account holder | $294 | $14,846-98.0% | $13,435-97.8% | $12,624-97.7% |