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 | $18,044 | $106,515-83.1% | $96,683-81.3% | $139,434-87.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 47.31% | 38.43%+8.9pp | 35.69%+11.6pp | 372.94%-325.6pp |
| Employer contribution / active EE | $3,743 | $4,103-8.8% | $3,737+0.2% | $4,751-21.2% |
| Participant deferral / active EE | $5,002 | $5,454-8.3% | $4,878+2.5% | $6,710-25.5% |
| Admin fee / account holder | $98 | $7,877-98.8% | $6,730-98.5% | $11,403-99.1% |