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 | $20,315 | $177,572-88.6% | $154,803-86.9% | $142,382-85.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 44.29% | 65.07%-20.8pp | 58.88%-14.6pp | 217.08%-172.8pp |
| Employer contribution / active EE | $11,040 | $4,810+129.5% | $4,305+156.4% | $4,299+156.8% |
| Participant deferral / active EE | $16,560 | $6,272+164.0% | $5,540+198.9% | $6,507+154.5% |
| Admin fee / account holder | $146 | $16,786-99.1% | $14,329-99.0% | $12,624-98.8% |