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 | $13,872 | $127,264-89.1% | $109,895-87.4% | $167,490-91.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 16.26% | 22.97%-6.7pp | 29.45%-13.2pp | 478.56%-462.3pp |
| Employer contribution / active EE | $1,555 | $3,322-53.2% | $2,842-45.3% | $4,837-67.9% |
| Participant deferral / active EE | $3,746 | $4,514-17.0% | $4,048-7.5% | $6,341-40.9% |
| Admin fee / account holder | $20 | $7,114-99.7% | $6,066-99.7% | $12,309-99.8% |