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 | $17,574 | $114,381-84.6% | $107,525-83.7% | $142,382-87.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.55% | 242.71%-223.2pp | 181.32%-161.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $3,355 | $4,015-16.4% | $3,754-10.6% | $4,299-22.0% |
| Participant deferral / active EE | $5,920 | $5,564+6.4% | $5,116+15.7% | $6,507-9.0% |
| Admin fee / account holder | $113 | $9,860-98.9% | $8,919-98.7% | $12,624-99.1% |