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 | $23,895 | $106,584-77.6% | $101,326-76.4% | $142,382-83.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.23% | 36.93%-14.7pp | 36.82%-14.6pp | 217.08%-194.8pp |
| Employer contribution / active EE | $4,174 | $3,956+5.5% | $3,665+13.9% | $4,299-2.9% |
| Participant deferral / active EE | $5,188 | $8,297-37.5% | $7,994-35.1% | $6,507-20.3% |
| Admin fee / account holder | $55 | $11,446-99.5% | $11,185-99.5% | $12,624-99.6% |