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 | $18,253 | $114,381-84.0% | $107,525-83.0% | $142,382-87.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.29% | 242.71%-220.4pp | 181.32%-159.0pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,807 | $4,015-55.0% | $3,754-51.9% | $4,299-58.0% |
| Participant deferral / active EE | $3,016 | $5,564-45.8% | $5,116-41.0% | $6,507-53.6% |
| Admin fee / account holder | $236 | $9,860-97.6% | $8,919-97.4% | $12,624-98.1% |