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 | $15,474 | $114,381-86.5% | $107,525-85.6% | $142,382-89.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.07% | 242.71%-224.6pp | 181.32%-163.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,073 | $4,015-23.4% | $3,754-18.1% | $4,299-28.5% |
| Participant deferral / active EE | $5,649 | $5,564+1.5% | $5,116+10.4% | $6,507-13.2% |
| Admin fee / account holder | $93 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |