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 6-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 | $26,203 | $177,572-85.2% | $154,803-83.1% | $142,382-81.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.06% | 65.07%-49.0pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,972 | $4,810-59.0% | $4,305-54.2% | $4,299-54.1% |
| Participant deferral / active EE | $2,696 | $6,272-57.0% | $5,540-51.3% | $6,507-58.6% |
| Admin fee / account holder | $218 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |