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 10-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 | $15,398 | $99,020-84.4% | $86,590-82.2% | $147,584-89.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.12% | 1312.34%-1290.2pp | 964.84%-942.7pp | 578.55%-556.4pp |
| Employer contribution / active EE | $1,941 | $3,132-38.0% | $2,839-31.6% | $4,876-60.2% |
| Participant deferral / active EE | $3,961 | $3,972-0.3% | $3,609+9.8% | $5,439-27.2% |
| Admin fee / account holder | $41 | $5,710-99.3% | $4,906-99.2% | $10,885-99.6% |