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 3-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 | $19,059 | $177,572-89.3% | $154,803-87.7% | $142,382-86.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.70% | 65.07%-45.4pp | 58.88%-39.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,109 | $4,810-76.9% | $4,305-74.2% | $4,299-74.2% |
| Participant deferral / active EE | $8,747 | $6,272+39.5% | $5,540+57.9% | $6,507+34.4% |
| Admin fee / account holder | $282 | $16,786-98.3% | $14,329-98.0% | $12,624-97.8% |