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 4-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 | $14,283 | $100,773-85.8% | $88,946-83.9% | $142,382-90.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 83.38% | 70.18%+13.2pp | 57.82%+25.6pp | 217.08%-133.7pp |
| Employer contribution / active EE | $1,359 | $2,918-53.4% | $2,555-46.8% | $4,299-68.4% |
| Participant deferral / active EE | $1,762 | $5,230-66.3% | $4,581-61.5% | $6,507-72.9% |
| Admin fee / account holder | $15 | $9,693-99.8% | $8,261-99.8% | $12,624-99.9% |