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 | $20,929 | $117,983-82.3% | $101,794-79.4% | $142,382-85.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.59% | 36.92%-21.3pp | 30.53%-14.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,735 | $2,773-37.4% | $2,289-24.2% | $4,299-59.6% |
| Participant deferral / active EE | $4,514 | $4,714-4.2% | $4,084+10.5% | $6,507-30.6% |
| Admin fee / account holder | $186 | $10,433-98.2% | $8,777-97.9% | $12,624-98.5% |