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 | $26,171 | $177,572-85.3% | $154,803-83.1% | $142,382-81.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 38.83% | 65.07%-26.2pp | 58.88%-20.0pp | 217.08%-178.2pp |
| Employer contribution / active EE | $5,007 | $4,810+4.1% | $4,305+16.3% | $4,299+16.5% |
| Participant deferral / active EE | $9,702 | $6,272+54.7% | $5,540+75.1% | $6,507+49.1% |
| Admin fee / account holder | $84 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |