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 5-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 | $21,204 | $177,572-88.1% | $154,803-86.3% | $142,382-85.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.84% | 65.07%-41.2pp | 58.88%-35.0pp | 217.08%-193.2pp |
| Employer contribution / active EE | $4,337 | $4,810-9.8% | $4,305+0.7% | $4,299+0.9% |
| Participant deferral / active EE | $5,548 | $6,272-11.5% | $5,540+0.1% | $6,507-14.7% |
| Admin fee / account holder | $49 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |