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 8-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 | $26,185 | $124,319-78.9% | $111,297-76.5% | $167,490-84.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.43% | 37.44%-26.0pp | 54.65%-43.2pp | 478.56%-467.1pp |
| Employer contribution / active EE | $1,230 | $3,435-64.2% | $2,731-55.0% | $4,837-74.6% |
| Participant deferral / active EE | $13,110 | $5,180+153.1% | $4,487+192.1% | $6,341+106.7% |
| Admin fee / account holder | $44 | $10,618-99.6% | $7,964-99.5% | $12,309-99.6% |