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 | $17,428 | $177,572-90.2% | $154,803-88.7% | $142,382-87.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.72% | 65.07%-41.3pp | 58.88%-35.2pp | 217.08%-193.4pp |
| Employer contribution / active EE | $2,467 | $4,810-48.7% | $4,305-42.7% | $4,299-42.6% |
| Participant deferral / active EE | $3,779 | $6,272-39.7% | $5,540-31.8% | $6,507-41.9% |
| Admin fee / account holder | $41 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |