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 | $24,068 | $106,584-77.4% | $101,326-76.2% | $142,382-83.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.01% | 36.93%-17.9pp | 36.82%-17.8pp | 217.08%-198.1pp |
| Employer contribution / active EE | $6,876 | $3,956+73.8% | $3,665+87.6% | $4,299+59.9% |
| Participant deferral / active EE | $14,429 | $8,297+73.9% | $7,994+80.5% | $6,507+121.7% |
| Admin fee / account holder | $209 | $11,446-98.2% | $11,185-98.1% | $12,624-98.3% |