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 | $24,337 | $177,572-86.3% | $154,803-84.3% | $142,382-82.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 34.79% | 65.07%-30.3pp | 58.88%-24.1pp | 217.08%-182.3pp |
| Employer contribution / active EE | $1,661 | $4,810-65.5% | $4,305-61.4% | $4,299-61.4% |
| Participant deferral / active EE | $9,184 | $6,272+46.4% | $5,540+65.8% | $6,507+41.1% |
| Admin fee / account holder | $156 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |