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 | $18,470 | $124,185-85.1% | $108,410-83.0% | $167,490-89.0% |
| Participation rate | 85.7% | 82.3%+3.4pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 21.05% | 1379.64%-1358.6pp | 905.27%-884.2pp | 478.56%-457.5pp |
| Employer contribution / active EE | $2,586 | $4,187-38.2% | $3,558-27.3% | $4,837-46.5% |
| Participant deferral / active EE | $6,452 | $6,908-6.6% | $6,563-1.7% | $6,341+1.7% |
| Admin fee / account holder | $67 | $9,455-99.3% | $7,295-99.1% | $12,309-99.5% |