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 | $17,220 | $100,773-82.9% | $88,946-80.6% | $142,382-87.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.68% | 70.18%-52.5pp | 57.82%-40.1pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,916 | $2,918-34.3% | $2,555-25.0% | $4,299-55.4% |
| Participant deferral / active EE | $2,153 | $5,230-58.8% | $4,581-53.0% | $6,507-66.9% |
| Admin fee / account holder | $47 | $9,693-99.5% | $8,261-99.4% | $12,624-99.6% |