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 | $22,910 | $106,515-78.5% | $96,683-76.3% | $139,434-83.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.22% | 38.43%-17.2pp | 35.69%-14.5pp | 372.94%-351.7pp |
| Employer contribution / active EE | $5,631 | $4,103+37.2% | $3,737+50.7% | $4,751+18.5% |
| Participant deferral / active EE | $3,236 | $5,454-40.7% | $4,878-33.7% | $6,710-51.8% |
| Admin fee / account holder | $111 | $7,877-98.6% | $6,730-98.4% | $11,403-99.0% |