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 | $17,953 | $177,572-89.9% | $154,803-88.4% | $142,382-87.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.25% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $4,373 | $4,810-9.1% | $4,305+1.6% | $4,299+1.7% |
| Participant deferral / active EE | $7,288 | $6,272+16.2% | $5,540+31.5% | $6,507+12.0% |
| Admin fee / account holder | $69 | $16,786-99.6% | $14,329-99.5% | $12,624-99.5% |