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 | $29,551 | $114,381-74.2% | $107,525-72.5% | $142,382-79.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.77% | 242.71%-221.9pp | 181.32%-160.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,522 | $4,015-37.2% | $3,754-32.8% | $4,299-41.3% |
| Participant deferral / active EE | $7,121 | $5,564+28.0% | $5,116+39.2% | $6,507+9.4% |
| Admin fee / account holder | $38 | $9,860-99.6% | $8,919-99.6% | $12,624-99.7% |