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 | $26,777 | $163,101-83.6% | $136,749-80.4% | $142,382-81.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 22.37% | 27.54%-5.2pp | 24.33%-2.0pp | 217.08%-194.7pp |
| Employer contribution / active EE | $2,426 | $4,117-41.1% | $3,400-28.6% | $4,299-43.6% |
| Participant deferral / active EE | $6,453 | $5,585+15.6% | $4,692+37.5% | $6,507-0.8% |
| Admin fee / account holder | $101 | $14,318-99.3% | $11,386-99.1% | $12,624-99.2% |