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 | $20,620 | $111,754-81.5% | $103,333-80.0% | $145,922-85.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.63% | 24.77%-12.1pp | 24.88%-12.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,655 | $4,212-37.0% | $3,868-31.3% | $4,660-43.0% |
| Participant deferral / active EE | $3,588 | $5,619-36.1% | $5,057-29.1% | $6,688-46.3% |
| Admin fee / account holder | $130 | $9,750-98.7% | $8,355-98.4% | $13,397-99.0% |