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 | $21,407 | $114,381-81.3% | $107,525-80.1% | $142,382-85.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.68% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,137 | $4,015-46.8% | $3,754-43.1% | $4,299-50.3% |
| Participant deferral / active EE | $5,160 | $5,564-7.3% | $5,116+0.9% | $6,507-20.7% |
| Admin fee / account holder | $277 | $9,860-97.2% | $8,919-96.9% | $12,624-97.8% |