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 | $20,251 | $107,452-81.2% | $91,541-77.9% | $142,382-85.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.04% | 22.06%-4.0pp | 20.50%-2.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,738 | $2,994-42.0% | $2,505-30.6% | $4,299-59.6% |
| Participant deferral / active EE | $1,825 | $4,754-61.6% | $4,008-54.5% | $6,507-72.0% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |