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 | $21,659 | $177,572-87.8% | $154,803-86.0% | $142,382-84.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.34% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,157 | $4,810-55.2% | $4,305-49.9% | $4,299-49.8% |
| Participant deferral / active EE | $4,733 | $6,272-24.5% | $5,540-14.6% | $6,507-27.3% |
| Admin fee / account holder | $60 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |