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 9-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 | $17,104 | $117,381-85.4% | $99,443-82.8% | $152,861-88.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 18.88% | 31.87%-13.0pp | 30.72%-11.8pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,831 | $3,013-39.2% | $2,540-27.9% | $4,762-61.6% |
| Participant deferral / active EE | $4,865 | $4,086+19.1% | $3,619+34.4% | $5,850-16.8% |
| Admin fee / account holder | $160 | $7,631-97.9% | $6,250-97.4% | $11,596-98.6% |