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 | $13,110 | $106,515-87.7% | $96,683-86.4% | $139,434-90.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.64% | 38.43%-19.8pp | 35.69%-17.1pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,903 | $4,103-29.3% | $3,737-22.3% | $4,751-38.9% |
| Participant deferral / active EE | $3,628 | $5,454-33.5% | $4,878-25.6% | $6,710-45.9% |
| Admin fee / account holder | $210 | $7,877-97.3% | $6,730-96.9% | $11,403-98.2% |