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 | $19,154 | $175,202-89.1% | $149,673-87.2% | $139,434-86.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 27.13% | 166.71%-139.6pp | 134.42%-107.3pp | 372.94%-345.8pp |
| Employer contribution / active EE | $4,481 | $5,474-18.1% | $4,818-7.0% | $4,751-5.7% |
| Participant deferral / active EE | $6,323 | $6,519-3.0% | $5,680+11.3% | $6,710-5.8% |
| Admin fee / account holder | $58 | $16,150-99.6% | $13,210-99.6% | $11,403-99.5% |