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 6-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 | $21,719 | $159,602-86.4% | $150,045-85.5% | $142,382-84.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.33% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,909 | $4,961-61.5% | $4,693-59.3% | $4,299-55.6% |
| Participant deferral / active EE | $2,969 | $8,310-64.3% | $7,997-62.9% | $6,507-54.4% |
| Admin fee / account holder | $250 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |