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 | $24,159 | $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 | 20.71% | 77.86%-57.1pp | 59.47%-38.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $3,699 | $5,069-27.0% | $4,333-14.6% | $4,299-14.0% |
| Participant deferral / active EE | $4,920 | $6,956-29.3% | $6,158-20.1% | $6,507-24.4% |
| Admin fee / account holder | $29 | $17,272-99.8% | $14,255-99.8% | $12,624-99.8% |