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 | $18,211 | $159,602-88.6% | $150,045-87.9% | $142,382-87.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.82% | 70.24%-45.4pp | 62.55%-37.7pp | 217.08%-192.3pp |
| Employer contribution / active EE | $2,081 | $4,961-58.0% | $4,693-55.7% | $4,299-51.6% |
| Participant deferral / active EE | $4,450 | $8,310-46.4% | $7,997-44.4% | $6,507-31.6% |
| Admin fee / account holder | $243 | $14,846-98.4% | $13,435-98.2% | $12,624-98.1% |