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 10-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 | $22,814 | $117,841-80.6% | $102,423-77.7% | $145,922-84.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.48% | 31.65%-19.2pp | 29.32%-16.8pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,138 | $3,615-13.2% | $3,023+3.8% | $4,660-32.7% |
| Participant deferral / active EE | $4,625 | $5,731-19.3% | $5,053-8.5% | $6,688-30.8% |
| Admin fee / account holder | $208 | $13,326-98.4% | $9,451-97.8% | $13,397-98.4% |