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 | $18,561 | $177,572-89.5% | $154,803-88.0% | $142,382-87.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.92% | 65.07%-44.1pp | 58.88%-38.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,375 | $4,810-71.4% | $4,305-68.1% | $4,299-68.0% |
| Participant deferral / active EE | $7,037 | $6,272+12.2% | $5,540+27.0% | $6,507+8.1% |
| Admin fee / account holder | $32 | $16,786-99.8% | $14,329-99.8% | $12,624-99.7% |