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 5-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 | $13,400 | $177,572-92.5% | $154,803-91.3% | $142,382-90.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.52% | 65.07%-40.6pp | 58.88%-34.4pp | 217.08%-192.6pp |
| Employer contribution / active EE | $1,592 | $4,810-66.9% | $4,305-63.0% | $4,299-63.0% |
| Participant deferral / active EE | $7,684 | $6,272+22.5% | $5,540+38.7% | $6,507+18.1% |
| Admin fee / account holder | $194 | $16,786-98.8% | $14,329-98.6% | $12,624-98.5% |