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 | $18,059 | $159,602-88.7% | $150,045-88.0% | $142,382-87.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.54% | 70.24%-55.7pp | 62.55%-48.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,750 | $4,961-44.6% | $4,693-41.4% | $4,299-36.0% |
| Participant deferral / active EE | $5,418 | $8,310-34.8% | $7,997-32.2% | $6,507-16.7% |
| Admin fee / account holder | $63 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |