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 7-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 | $15,472 | $127,264-87.8% | $109,895-85.9% | $167,490-90.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 16.86% | 22.97%-6.1pp | 29.45%-12.6pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,231 | $3,322-63.0% | $2,842-56.7% | $4,837-74.6% |
| Participant deferral / active EE | $2,628 | $4,514-41.8% | $4,048-35.1% | $6,341-58.6% |
| Admin fee / account holder | $18 | $7,114-99.7% | $6,066-99.7% | $12,309-99.9% |