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 | $19,008 | $173,345-89.0% | $136,007-86.0% | $145,922-87.0% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.03% | 1163.32%-1143.3pp | 579.32%-559.3pp | 561.29%-541.3pp |
| Employer contribution / active EE | $2,335 | $5,278-55.8% | $4,217-44.6% | $4,660-49.9% |
| Participant deferral / active EE | $8,055 | $8,699-7.4% | $7,025+14.7% | $6,688+20.4% |
| Admin fee / account holder | $20 | $9,954-99.8% | $6,858-99.7% | $13,397-99.8% |