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 | $25,514 | $175,202-85.4% | $149,673-83.0% | $139,434-81.7% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 11.95% | 166.71%-154.8pp | 134.42%-122.5pp | 372.94%-361.0pp |
| Employer contribution / active EE | $5,821 | $5,474+6.3% | $4,818+20.8% | $4,751+22.5% |
| Participant deferral / active EE | $6,915 | $6,519+6.1% | $5,680+21.7% | $6,710+3.0% |
| Admin fee / account holder | $196 | $16,150-98.8% | $13,210-98.5% | $11,403-98.3% |