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 | $11,598 | $96,635-88.0% | $86,612-86.6% | $139,434-91.7% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 24.98% | 106.41%-81.4pp | 591.07%-566.1pp | 372.94%-348.0pp |
| Employer contribution / active EE | $1,889 | $3,263-42.1% | $3,022-37.5% | $4,751-60.2% |
| Participant deferral / active EE | $4,126 | $4,836-14.7% | $4,438-7.0% | $6,710-38.5% |
| Admin fee / account holder | $71 | $6,408-98.9% | $5,614-98.7% | $11,403-99.4% |