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 6-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 | $23,018 | $159,602-85.6% | $150,045-84.7% | $142,382-83.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.54% | 70.24%-47.7pp | 62.55%-40.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $2,518 | $4,961-49.2% | $4,693-46.4% | $4,299-41.4% |
| Participant deferral / active EE | $4,430 | $8,310-46.7% | $7,997-44.6% | $6,507-31.9% |
| Admin fee / account holder | $185 | $14,846-98.8% | $13,435-98.6% | $12,624-98.5% |