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 | $20,987 | $140,940-85.1% | $112,229-81.3% | $139,434-84.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 32.79% | 32.71%+0.1pp | 30.20%+2.6pp | 372.94%-340.2pp |
| Employer contribution / active EE | $3,127 | $4,283-27.0% | $3,430-8.8% | $4,751-34.2% |
| Participant deferral / active EE | $6,578 | $5,874+12.0% | $4,798+37.1% | $6,710-2.0% |
| Admin fee / account holder | $143 | $9,954-98.6% | $7,748-98.2% | $11,403-98.7% |