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 | $18,080 | $114,237-84.2% | $119,258-84.8% | $167,490-89.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 13.59% | 29.87%-16.3pp | 30.69%-17.1pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,640 | $4,481-63.4% | $4,384-62.6% | $4,837-66.1% |
| Participant deferral / active EE | $5,618 | $6,084-7.7% | $6,111-8.1% | $6,341-11.4% |
| Admin fee / account holder | $168 | $8,932-98.1% | $7,226-97.7% | $12,309-98.6% |