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 8-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 | $12,552 | $127,264-90.1% | $109,895-88.6% | $167,490-92.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 11.49% | 22.97%-11.5pp | 29.45%-18.0pp | 478.56%-467.1pp |
| Employer contribution / active EE | $2,406 | $3,322-27.6% | $2,842-15.4% | $4,837-50.3% |
| Participant deferral / active EE | $5,142 | $4,514+13.9% | $4,048+27.0% | $6,341-18.9% |
| Admin fee / account holder | $81 | $7,114-98.9% | $6,066-98.7% | $12,309-99.3% |