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 9-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 | $26,067 | $159,602-83.7% | $150,045-82.6% | $142,382-81.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.63% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $4,755 | $4,961-4.1% | $4,693+1.3% | $4,299+10.6% |
| Participant deferral / active EE | $5,182 | $8,310-37.6% | $7,997-35.2% | $6,507-20.4% |
| Admin fee / account holder | $65 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |