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 9-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 | $22,013 | $107,334-79.5% | $92,893-76.3% | $152,861-85.6% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 26.87% | 145.58%-118.7pp | 109.41%-82.5pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,837 | $4,221-56.5% | $3,653-49.7% | $4,762-61.4% |
| Participant deferral / active EE | $4,325 | $4,845-10.7% | $4,236+2.1% | $5,850-26.1% |
| Admin fee / account holder | $276 | $7,079-96.1% | $5,794-95.2% | $11,596-97.6% |