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 | $14,278 | $177,572-92.0% | $154,803-90.8% | $142,382-90.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.43% | 65.07%-42.6pp | 58.88%-36.5pp | 217.08%-194.6pp |
| Employer contribution / active EE | $3,161 | $4,810-34.3% | $4,305-26.6% | $4,299-26.5% |
| Participant deferral / active EE | $8,071 | $6,272+28.7% | $5,540+45.7% | $6,507+24.0% |
| Admin fee / account holder | $148 | $16,786-99.1% | $14,329-99.0% | $12,624-98.8% |