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 | $19,876 | $107,452-81.5% | $91,541-78.3% | $142,382-86.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.11% | 22.06%-3.0pp | 20.50%-1.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,038 | $2,994-31.9% | $2,505-18.6% | $4,299-52.6% |
| Participant deferral / active EE | $3,129 | $4,754-34.2% | $4,008-21.9% | $6,507-51.9% |
| Admin fee / account holder | $46 | $8,834-99.5% | $6,956-99.3% | $12,624-99.6% |