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 | $19,513 | $175,202-88.9% | $149,673-87.0% | $139,434-86.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.84% | 166.71%-143.9pp | 134.42%-111.6pp | 372.94%-350.1pp |
| Employer contribution / active EE | $2,328 | $5,474-57.5% | $4,818-51.7% | $4,751-51.0% |
| Participant deferral / active EE | $4,380 | $6,519-32.8% | $5,680-22.9% | $6,710-34.7% |
| Admin fee / account holder | $216 | $16,150-98.7% | $13,210-98.4% | $11,403-98.1% |