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 | $27,088 | $214,378-87.4% | $200,582-86.5% | $142,382-81.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.82% | 46.41%-21.6pp | 42.33%-17.5pp | 217.08%-192.3pp |
| Employer contribution / active EE | $1,866 | $6,841-72.7% | $6,419-70.9% | $4,299-56.6% |
| Participant deferral / active EE | $4,965 | $9,865-49.7% | $9,331-46.8% | $6,507-23.7% |
| Admin fee / account holder | $19 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |