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 | $18,797 | $114,381-83.6% | $107,525-82.5% | $142,382-86.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 49.94% | 242.71%-192.8pp | 181.32%-131.4pp | 217.08%-167.1pp |
| Employer contribution / active EE | $2,527 | $4,015-37.1% | $3,754-32.7% | $4,299-41.2% |
| Participant deferral / active EE | $5,170 | $5,564-7.1% | $5,116+1.1% | $6,507-20.5% |
| Admin fee / account holder | $237 | $9,860-97.6% | $8,919-97.3% | $12,624-98.1% |