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 | $20,049 | $118,849-83.1% | $96,562-79.2% | $167,490-88.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.94% | 50.49%-33.5pp | 37.78%-20.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $2,283 | $3,120-26.8% | $2,356-3.1% | $4,837-52.8% |
| Participant deferral / active EE | $4,191 | $4,616-9.2% | $3,849+8.9% | $6,341-33.9% |
| Admin fee / account holder | $44 | $8,065-99.5% | $6,181-99.3% | $12,309-99.6% |