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 | $21,622 | $159,602-86.5% | $150,045-85.6% | $142,382-84.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.12% | 70.24%-48.1pp | 62.55%-40.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,305 | $4,961-53.5% | $4,693-50.9% | $4,299-46.4% |
| Participant deferral / active EE | $4,026 | $8,310-51.6% | $7,997-49.7% | $6,507-38.1% |
| Admin fee / account holder | $21 | $14,846-99.9% | $13,435-99.8% | $12,624-99.8% |