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 10-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 | $24,152 | $179,726-86.6% | $156,263-84.5% | $142,382-83.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 22.73% | 77.86%-55.1pp | 59.47%-36.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,982 | $5,069-60.9% | $4,333-54.3% | $4,299-53.9% |
| Participant deferral / active EE | $7,482 | $6,956+7.6% | $6,158+21.5% | $6,507+15.0% |
| Admin fee / account holder | $293 | $17,272-98.3% | $14,255-97.9% | $12,624-97.7% |