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 7-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 | $20,166 | $106,515-81.1% | $96,683-79.1% | $139,434-85.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.57% | 38.43%-24.9pp | 35.69%-22.1pp | 372.94%-359.4pp |
| Employer contribution / active EE | $5,073 | $4,103+23.6% | $3,737+35.7% | $4,751+6.8% |
| Participant deferral / active EE | $5,474 | $5,454+0.4% | $4,878+12.2% | $6,710-18.4% |
| Admin fee / account holder | $216 | $7,877-97.3% | $6,730-96.8% | $11,403-98.1% |