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 | $16,978 | $99,918-83.0% | $81,382-79.1% | $145,922-88.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 26.30% | 34.32%-8.0pp | 24.73%+1.6pp | 561.29%-535.0pp |
| Employer contribution / active EE | $1,284 | $2,978-56.9% | $2,463-47.9% | $4,660-72.4% |
| Participant deferral / active EE | $11,948 | $4,605+159.5% | $3,883+207.7% | $6,688+78.7% |
| Admin fee / account holder | $111 | $8,212-98.7% | $5,768-98.1% | $13,397-99.2% |