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 | $28,082 | $214,378-86.9% | $200,582-86.0% | $142,382-80.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.96% | 46.41%-27.4pp | 42.33%-23.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $4,752 | $6,841-30.5% | $6,419-26.0% | $4,299+10.5% |
| Participant deferral / active EE | $8,082 | $9,865-18.1% | $9,331-13.4% | $6,507+24.2% |
| Admin fee / account holder | $82 | $17,692-99.5% | $16,305-99.5% | $12,624-99.3% |