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 | $12,645 | $74,888-83.1% | $71,209-82.2% | $142,382-91.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.79% | 345.14%-321.4pp | 282.51%-258.7pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,087 | $2,854-61.9% | $2,721-60.0% | $4,299-74.7% |
| Participant deferral / active EE | $1,934 | $4,454-56.6% | $4,175-53.7% | $6,507-70.3% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |