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 | $13,235 | $74,888-82.3% | $71,209-81.4% | $142,382-90.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 29.54% | 345.14%-315.6pp | 282.51%-253.0pp | 217.08%-187.5pp |
| Employer contribution / active EE | $3,034 | $2,854+6.3% | $2,721+11.5% | $4,299-29.4% |
| Participant deferral / active EE | $4,460 | $4,454+0.1% | $4,175+6.8% | $6,507-31.5% |
| Admin fee / account holder | $82 | $5,568-98.5% | $5,349-98.5% | $12,624-99.4% |