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 | $18,718 | $106,515-82.4% | $96,683-80.6% | $139,434-86.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 26.83% | 38.43%-11.6pp | 35.69%-8.9pp | 372.94%-346.1pp |
| Employer contribution / active EE | $3,240 | $4,103-21.0% | $3,737-13.3% | $4,751-31.8% |
| Participant deferral / active EE | $3,928 | $5,454-28.0% | $4,878-19.5% | $6,710-41.5% |
| Admin fee / account holder | $246 | $7,877-96.9% | $6,730-96.3% | $11,403-97.8% |