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 8-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 | $25,952 | $117,983-78.0% | $101,794-74.5% | $142,382-81.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.63% | 36.92%-15.3pp | 30.53%-8.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,159 | $2,773-22.1% | $2,289-5.7% | $4,299-49.8% |
| Participant deferral / active EE | $4,428 | $4,714-6.1% | $4,084+8.4% | $6,507-32.0% |
| Admin fee / account holder | $113 | $10,433-98.9% | $8,777-98.7% | $12,624-99.1% |