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 | $16,473 | $177,572-90.7% | $154,803-89.4% | $142,382-88.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.12% | 65.07%-44.0pp | 58.88%-37.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,226 | $4,810-32.9% | $4,305-25.1% | $4,299-25.0% |
| Participant deferral / active EE | $5,971 | $6,272-4.8% | $5,540+7.8% | $6,507-8.2% |
| Admin fee / account holder | $248 | $16,786-98.5% | $14,329-98.3% | $12,624-98.0% |