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 3-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 | $55,606 | $177,572-68.7% | $154,803-64.1% | $142,382-60.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.57% | 65.07%-40.5pp | 58.88%-34.3pp | 217.08%-192.5pp |
| Employer contribution / active EE | $1,554 | $4,810-67.7% | $4,305-63.9% | $4,299-63.8% |
| Participant deferral / active EE | $17,765 | $6,272+183.3% | $5,540+220.6% | $6,507+173.0% |
| Admin fee / account holder | $152 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |