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 7-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 | $13,815 | $96,484-85.7% | $75,886-81.8% | $152,861-91.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 43.07% | 33.98%+9.1pp | 30.76%+12.3pp | 345.32%-302.2pp |
| Employer contribution / active EE | $3,400 | $3,309+2.7% | $2,500+36.0% | $4,762-28.6% |
| Participant deferral / active EE | $5,100 | $4,553+12.0% | $3,603+41.6% | $5,850-12.8% |
| Admin fee / account holder | $38 | $8,078-99.5% | $5,418-99.3% | $11,596-99.7% |