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 6-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 | $22,265 | $159,602-86.0% | $150,045-85.2% | $142,382-84.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.24% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,727 | $4,961-65.2% | $4,693-63.2% | $4,299-59.8% |
| Participant deferral / active EE | $3,107 | $8,310-62.6% | $7,997-61.1% | $6,507-52.3% |
| Admin fee / account holder | $193 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |