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 | $20,873 | $177,572-88.2% | $154,803-86.5% | $142,382-85.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.57% | 65.07%-39.5pp | 58.88%-33.3pp | 217.08%-191.5pp |
| Employer contribution / active EE | $3,159 | $4,810-34.3% | $4,305-26.6% | $4,299-26.5% |
| Participant deferral / active EE | $8,945 | $6,272+42.6% | $5,540+61.4% | $6,507+37.5% |
| Admin fee / account holder | $57 | $16,786-99.7% | $14,329-99.6% | $12,624-99.5% |