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 7-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 | $25,545 | $133,922-80.9% | $116,228-78.0% | $142,382-82.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 18.92% | 147.76%-128.8pp | 90.06%-71.1pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,249 | $3,446+23.3% | $2,994+41.9% | $4,299-1.2% |
| Participant deferral / active EE | $5,311 | $5,672-6.4% | $4,953+7.2% | $6,507-18.4% |
| Admin fee / account holder | $57 | $14,945-99.6% | $11,989-99.5% | $12,624-99.5% |