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 5-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 | $11,665 | $117,983-90.1% | $101,794-88.5% | $142,382-91.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.49% | 36.92%-17.4pp | 30.53%-11.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,164 | $2,773-58.0% | $2,289-49.1% | $4,299-72.9% |
| Participant deferral / active EE | $1,484 | $4,714-68.5% | $4,084-63.7% | $6,507-77.2% |
| Admin fee / account holder | $211 | $10,433-98.0% | $8,777-97.6% | $12,624-98.3% |