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 | $20,540 | $148,534-86.2% | $135,903-84.9% | $139,434-85.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.70% | 79.19%-65.5pp | 68.23%-54.5pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,049 | $5,243-60.9% | $4,856-57.8% | $4,751-56.9% |
| Participant deferral / active EE | $3,407 | $8,100-57.9% | $7,758-56.1% | $6,710-49.2% |
| Admin fee / account holder | $243 | $12,400-98.0% | $10,762-97.7% | $11,403-97.9% |