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 3-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 | $15,319 | $177,572-91.4% | $154,803-90.1% | $142,382-89.2% |
| 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 | $1,902 | $4,810-60.5% | $4,305-55.8% | $4,299-55.8% |
| Participant deferral / active EE | $5,098 | $6,272-18.7% | $5,540-8.0% | $6,507-21.7% |
| Admin fee / account holder | $260 | $16,786-98.4% | $14,329-98.2% | $12,624-97.9% |