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 | $14,576 | $177,572-91.8% | $154,803-90.6% | $142,382-89.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.61% | 65.07%-44.5pp | 58.88%-38.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,935 | $4,810-59.8% | $4,305-55.1% | $4,299-55.0% |
| Participant deferral / active EE | $6,028 | $6,272-3.9% | $5,540+8.8% | $6,507-7.4% |
| Admin fee / account holder | $292 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |