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 3-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 | $12,651 | $100,773-87.4% | $88,946-85.8% | $142,382-91.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 23.64% | 70.18%-46.5pp | 57.82%-34.2pp | 217.08%-193.4pp |
| Employer contribution / active EE | $2,817 | $2,918-3.5% | $2,555+10.2% | $4,299-34.5% |
| Participant deferral / active EE | $6,765 | $5,230+29.3% | $4,581+47.7% | $6,507+4.0% |
| Admin fee / account holder | $48 | $9,693-99.5% | $8,261-99.4% | $12,624-99.6% |