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 | $22,621 | $127,386-82.2% | $115,037-80.3% | $125,391-82.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.57% | 31.28%-32.8pp | 26.14%-27.7pp | 282.22%-283.8pp |
| Employer contribution / active EE | $1,734 | $5,166-66.4% | $4,608-62.4% | $4,866-64.4% |
| Participant deferral / active EE | $4,218 | $6,423-34.3% | $6,026-30.0% | $5,352-21.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |