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 | $23,808 | $159,602-85.1% | $150,045-84.1% | $142,382-83.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.50% | 70.24%-48.7pp | 62.55%-41.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,480 | $4,961-70.2% | $4,693-68.5% | $4,299-65.6% |
| Participant deferral / active EE | $2,847 | $8,310-65.7% | $7,997-64.4% | $6,507-56.2% |
| Admin fee / account holder | $69 | $14,846-99.5% | $13,435-99.5% | $12,624-99.5% |