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 | $21,381 | $117,983-81.9% | $101,794-79.0% | $142,382-85.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 22.18% | 36.92%-14.7pp | 30.53%-8.4pp | 217.08%-194.9pp |
| Employer contribution / active EE | $3,664 | $2,773+32.1% | $2,289+60.1% | $4,299-14.8% |
| Participant deferral / active EE | $7,007 | $4,714+48.7% | $4,084+71.6% | $6,507+7.7% |
| Admin fee / account holder | $43 | $10,433-99.6% | $8,777-99.5% | $12,624-99.7% |