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 | $23,839 | $177,572-86.6% | $154,803-84.6% | $142,382-83.3% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 22.80% | 65.07%-42.3pp | 58.88%-36.1pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,419 | $4,810-70.5% | $4,305-67.0% | $4,299-67.0% |
| Participant deferral / active EE | $5,629 | $6,272-10.2% | $5,540+1.6% | $6,507-13.5% |
| Admin fee / account holder | $36 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |