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 | $26,330 | $117,983-77.7% | $101,794-74.1% | $142,382-81.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.69% | 36.92%-21.2pp | 30.53%-14.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,359 | $2,773-51.0% | $2,289-40.6% | $4,299-68.4% |
| Participant deferral / active EE | $4,033 | $4,714-14.4% | $4,084-1.3% | $6,507-38.0% |
| Admin fee / account holder | $100 | $10,433-99.0% | $8,777-98.9% | $12,624-99.2% |