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 | $14,273 | $100,852-85.8% | $90,404-84.2% | $158,922-91.0% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 26.24% | 1724.20%-1698.0pp | 1293.02%-1266.8pp | 302.83%-276.6pp |
| Employer contribution / active EE | $781 | $3,689-78.8% | $3,262-76.0% | $4,761-83.6% |
| Participant deferral / active EE | $1,513 | $4,348-65.2% | $3,963-61.8% | $5,982-74.7% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |