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 | $19,290 | $159,602-87.9% | $150,045-87.1% | $142,382-86.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 64.58% | 70.24%-5.7pp | 62.55%+2.0pp | 217.08%-152.5pp |
| Employer contribution / active EE | $1,683 | $4,961-66.1% | $4,693-64.1% | $4,299-60.8% |
| Participant deferral / active EE | $5,781 | $8,310-30.4% | $7,997-27.7% | $6,507-11.2% |
| Admin fee / account holder | $45 | $14,846-99.7% | $13,435-99.7% | $12,624-99.6% |