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 6-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 | $22,530 | $159,602-85.9% | $150,045-85.0% | $142,382-84.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.35% | 70.24%-43.9pp | 62.55%-36.2pp | 217.08%-190.7pp |
| Employer contribution / active EE | $2,961 | $4,961-40.3% | $4,693-36.9% | $4,299-31.1% |
| Participant deferral / active EE | $3,227 | $8,310-61.2% | $7,997-59.6% | $6,507-50.4% |
| Admin fee / account holder | $48 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |