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 10-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 | $17,530 | $101,069-82.7% | $81,478-78.5% | $147,584-88.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 29.78% | 32.40%-2.6pp | 38.78%-9.0pp | 578.55%-548.8pp |
| Employer contribution / active EE | $1,611 | $3,205-49.7% | $2,568-37.3% | $4,876-67.0% |
| Participant deferral / active EE | $5,977 | $4,242+40.9% | $3,537+69.0% | $5,439+9.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |