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 | $20,336 | $177,572-88.5% | $154,803-86.9% | $142,382-85.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.97% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,748 | $4,810-63.7% | $4,305-59.4% | $4,299-59.3% |
| Participant deferral / active EE | $2,185 | $6,272-65.2% | $5,540-60.6% | $6,507-66.4% |
| Admin fee / account holder | $156 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |