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 3-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 | $23,699 | $159,602-85.2% | $150,045-84.2% | $142,382-83.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.65% | 70.24%-43.6pp | 62.55%-35.9pp | 217.08%-190.4pp |
| Employer contribution / active EE | $3,604 | $4,961-27.4% | $4,693-23.2% | $4,299-16.2% |
| Participant deferral / active EE | $8,036 | $8,310-3.3% | $7,997+0.5% | $6,507+23.5% |
| Admin fee / account holder | $9 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |