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 | $23,647 | $177,572-86.7% | $154,803-84.7% | $142,382-83.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.14% | 65.07%-42.9pp | 58.88%-36.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $3,120 | $4,810-35.1% | $4,305-27.5% | $4,299-27.4% |
| Participant deferral / active EE | $4,178 | $6,272-33.4% | $5,540-24.6% | $6,507-35.8% |
| Admin fee / account holder | $52 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |