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 | $26,172 | $159,602-83.6% | $150,045-82.6% | $142,382-81.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.30% | 70.24%-44.9pp | 62.55%-37.2pp | 217.08%-191.8pp |
| Employer contribution / active EE | $3,576 | $4,961-27.9% | $4,693-23.8% | $4,299-16.8% |
| Participant deferral / active EE | $8,043 | $8,310-3.2% | $7,997+0.6% | $6,507+23.6% |
| Admin fee / account holder | $171 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |