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 | $21,661 | $114,381-81.1% | $107,525-79.9% | $142,382-84.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.75% | 242.71%-221.0pp | 181.32%-159.6pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,328 | $4,015-42.0% | $3,754-38.0% | $4,299-45.8% |
| Participant deferral / active EE | $3,691 | $5,564-33.7% | $5,116-27.9% | $6,507-43.3% |
| Admin fee / account holder | $240 | $9,860-97.6% | $8,919-97.3% | $12,624-98.1% |