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 | $25,075 | $183,519-86.3% | $155,509-83.9% | $145,922-82.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.93% | 61.17%-44.2pp | 64.67%-47.7pp | 561.29%-544.4pp |
| Employer contribution / active EE | $3,255 | $5,313-38.7% | $4,672-30.3% | $4,660-30.1% |
| Participant deferral / active EE | $4,069 | $6,462-37.0% | $5,626-27.7% | $6,688-39.2% |
| Admin fee / account holder | $103 | $19,313-99.5% | $15,912-99.4% | $13,397-99.2% |