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 6-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 | $20,751 | $106,515-80.5% | $96,683-78.5% | $139,434-85.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.63% | 38.43%-22.8pp | 35.69%-20.1pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,759 | $4,103-57.1% | $3,737-52.9% | $4,751-63.0% |
| Participant deferral / active EE | $1,931 | $5,454-64.6% | $4,878-60.4% | $6,710-71.2% |
| Admin fee / account holder | $9 | $7,877-99.9% | $6,730-99.9% | $11,403-99.9% |