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 | $28,213 | $159,602-82.3% | $150,045-81.2% | $142,382-80.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.67% | 70.24%-50.6pp | 62.55%-42.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,988 | $4,961-39.8% | $4,693-36.3% | $4,299-30.5% |
| Participant deferral / active EE | $6,862 | $8,310-17.4% | $7,997-14.2% | $6,507+5.5% |
| Admin fee / account holder | $158 | $14,846-98.9% | $13,435-98.8% | $12,624-98.8% |