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 | $34,366 | $172,478-80.1% | $145,661-76.4% | $142,382-75.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 18.13% | 151.09%-133.0pp | 101.46%-83.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,921 | $4,899-60.8% | $4,238-54.7% | $4,299-55.3% |
| Participant deferral / active EE | $6,633 | $8,348-20.6% | $7,198-7.9% | $6,507+1.9% |
| Admin fee / account holder | $97 | $16,864-99.4% | $12,466-99.2% | $12,624-99.2% |