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 | $20,690 | $100,773-79.5% | $88,946-76.7% | $142,382-85.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 24.12% | 70.18%-46.1pp | 57.82%-33.7pp | 217.08%-193.0pp |
| Employer contribution / active EE | $3,101 | $2,918+6.3% | $2,555+21.4% | $4,299-27.9% |
| Participant deferral / active EE | $4,377 | $5,230-16.3% | $4,581-4.5% | $6,507-32.7% |
| Admin fee / account holder | $26 | $9,693-99.7% | $8,261-99.7% | $12,624-99.8% |