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 | $15,096 | $177,572-91.5% | $154,803-90.2% | $142,382-89.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.96% | 65.07%-43.1pp | 58.88%-36.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $4,346 | $4,810-9.7% | $4,305+0.9% | $4,299+1.1% |
| Participant deferral / active EE | $5,307 | $6,272-15.4% | $5,540-4.2% | $6,507-18.4% |
| Admin fee / account holder | $284 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |