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 | $22,743 | $177,572-87.2% | $154,803-85.3% | $142,382-84.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.06% | 65.07%-40.0pp | 58.88%-33.8pp | 217.08%-192.0pp |
| Employer contribution / active EE | $1,035 | $4,810-78.5% | $4,305-76.0% | $4,299-75.9% |
| Participant deferral / active EE | $4,403 | $6,272-29.8% | $5,540-20.5% | $6,507-32.3% |
| Admin fee / account holder | $97 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |