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 | $16,752 | $104,907-84.0% | $84,611-80.2% | $152,861-89.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 23.73% | 373.79%-350.1pp | 258.74%-235.0pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,896 | $3,302-12.3% | $2,652+9.2% | $4,762-39.2% |
| Participant deferral / active EE | $7,440 | $4,688+58.7% | $3,899+90.8% | $5,850+27.2% |
| Admin fee / account holder | $61 | $6,241-99.0% | $4,912-98.8% | $11,596-99.5% |