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 | $29,829 | $107,452-72.2% | $91,541-67.4% | $142,382-79.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.81% | 22.06%-3.2pp | 20.50%-1.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,566 | $2,994-47.7% | $2,505-37.5% | $4,299-63.6% |
| Participant deferral / active EE | $4,955 | $4,754+4.2% | $4,008+23.6% | $6,507-23.9% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |