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 | $23,152 | $159,602-85.5% | $150,045-84.6% | $142,382-83.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.43% | 70.24%-44.8pp | 62.55%-37.1pp | 217.08%-191.6pp |
| Employer contribution / active EE | $3,212 | $4,961-35.3% | $4,693-31.6% | $4,299-25.3% |
| Participant deferral / active EE | $6,177 | $8,310-25.7% | $7,997-22.8% | $6,507-5.1% |
| Admin fee / account holder | $49 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |