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 | $20,793 | $177,572-88.3% | $154,803-86.6% | $142,382-85.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 31.98% | 65.07%-33.1pp | 58.88%-26.9pp | 217.08%-185.1pp |
| Employer contribution / active EE | $5,397 | $4,810+12.2% | $4,305+25.3% | $4,299+25.5% |
| Participant deferral / active EE | $6,863 | $6,272+9.4% | $5,540+23.9% | $6,507+5.5% |
| Admin fee / account holder | $29 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |