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 | $14,615 | $105,931-86.2% | $81,930-82.2% | $158,922-90.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 18.65% | 38.17%-19.5pp | 29.49%-10.8pp | 302.83%-284.2pp |
| Employer contribution / active EE | $432 | $7,800-94.5% | $4,310-90.0% | $4,761-90.9% |
| Participant deferral / active EE | $1,235 | $13,003-90.5% | $7,107-82.6% | $5,982-79.4% |
| Admin fee / account holder | $127 | $8,489-98.5% | $5,158-97.5% | $11,246-98.9% |