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 4-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 | $14,024 | $106,515-86.8% | $96,683-85.5% | $139,434-89.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.33% | 38.43%-14.1pp | 35.69%-11.4pp | 372.94%-348.6pp |
| Employer contribution / active EE | $6,834 | $4,103+66.6% | $3,737+82.9% | $4,751+43.8% |
| Participant deferral / active EE | $5,655 | $5,454+3.7% | $4,878+15.9% | $6,710-15.7% |
| Admin fee / account holder | $149 | $7,877-98.1% | $6,730-97.8% | $11,403-98.7% |