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 | $28,537 | $159,602-82.1% | $150,045-81.0% | $142,382-80.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.99% | 70.24%-49.2pp | 62.55%-41.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,112 | $4,961-57.4% | $4,693-55.0% | $4,299-50.9% |
| Participant deferral / active EE | $2,502 | $8,310-69.9% | $7,997-68.7% | $6,507-61.6% |
| Admin fee / account holder | $168 | $14,846-98.9% | $13,435-98.7% | $12,624-98.7% |