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 7-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 | $16,677 | $107,934-84.5% | $91,989-81.9% | $152,861-89.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 36.05% | 89.24%-53.2pp | 69.02%-33.0pp | 345.32%-309.3pp |
| Employer contribution / active EE | $3,336 | $4,210-20.7% | $3,452-3.3% | $4,762-29.9% |
| Participant deferral / active EE | $6,407 | $6,364+0.7% | $5,923+8.2% | $5,850+9.5% |
| Admin fee / account holder | $45 | $10,520-99.6% | $7,743-99.4% | $11,596-99.6% |