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 | $20,109 | $71,829-72.0% | $69,780-71.2% | $142,382-85.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 17.62% | 31.01%-13.4pp | 26.31%-8.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $5,149 | $4,385+17.4% | $4,168+23.5% | $4,299+19.8% |
| Participant deferral / active EE | $3,589 | $6,819-47.4% | $6,164-41.8% | $6,507-44.8% |
| Admin fee / account holder | $168 | $7,818-97.9% | $7,285-97.7% | $12,624-98.7% |