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 | $22,437 | $159,602-85.9% | $150,045-85.0% | $142,382-84.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 140.53% | 70.24%+70.3pp | 62.55%+78.0pp | 217.08%-76.5pp |
| Employer contribution / active EE | $2,959 | $4,961-40.4% | $4,693-37.0% | $4,299-31.2% |
| Participant deferral / active EE | $4,260 | $8,310-48.7% | $7,997-46.7% | $6,507-34.5% |
| Admin fee / account holder | $129 | $14,846-99.1% | $13,435-99.0% | $12,624-99.0% |