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 | $14,653 | $117,983-87.6% | $101,794-85.6% | $142,382-89.7% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 23.34% | 36.92%-13.6pp | 30.53%-7.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $3,121 | $2,773+12.6% | $2,289+36.4% | $4,299-27.4% |
| Participant deferral / active EE | $4,369 | $4,714-7.3% | $4,084+7.0% | $6,507-32.9% |
| Admin fee / account holder | $50 | $10,433-99.5% | $8,777-99.4% | $12,624-99.6% |