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 | $21,318 | $177,572-88.0% | $154,803-86.2% | $142,382-85.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.68% | 65.07%-42.4pp | 58.88%-36.2pp | 217.08%-194.4pp |
| Employer contribution / active EE | $4,073 | $4,810-15.3% | $4,305-5.4% | $4,299-5.3% |
| Participant deferral / active EE | $5,399 | $6,272-13.9% | $5,540-2.5% | $6,507-17.0% |
| Admin fee / account holder | $39 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |