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 | $13,126 | $109,327-88.0% | $89,391-85.3% | $158,922-91.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 26.88% | 345.68%-318.8pp | 245.62%-218.7pp | 302.83%-275.9pp |
| Employer contribution / active EE | $1,629 | $3,170-48.6% | $2,586-37.0% | $4,761-65.8% |
| Participant deferral / active EE | $6,250 | $4,598+35.9% | $3,890+60.7% | $5,982+4.5% |
| Admin fee / account holder | $98 | $6,153-98.4% | $4,881-98.0% | $11,246-99.1% |