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 | $11,867 | $85,022-86.0% | $70,515-83.2% | $139,434-91.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 18.92% | 30.38%-11.5pp | 32.77%-13.9pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,886 | $3,909-51.8% | $2,973-36.6% | $4,751-60.3% |
| Participant deferral / active EE | $5,910 | $5,890+0.3% | $4,567+29.4% | $6,710-11.9% |
| Admin fee / account holder | $51 | $8,906-99.4% | $6,412-99.2% | $11,403-99.6% |