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 | $16,940 | $100,773-83.2% | $88,946-81.0% | $142,382-88.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.15% | 70.18%-50.0pp | 57.82%-37.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,887 | $2,918-35.3% | $2,555-26.2% | $4,299-56.1% |
| Participant deferral / active EE | $5,495 | $5,230+5.1% | $4,581+19.9% | $6,507-15.6% |
| Admin fee / account holder | $46 | $9,693-99.5% | $8,261-99.4% | $12,624-99.6% |