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 7-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 | $14,921 | $104,974-85.8% | $95,585-84.4% | $142,382-89.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.22% | 210.33%-196.1pp | 38.56%-24.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,695 | $2,779-39.0% | $2,527-32.9% | $4,299-60.6% |
| Participant deferral / active EE | $5,347 | $4,352+22.9% | $4,023+32.9% | $6,507-17.8% |
| Admin fee / account holder | $144 | $6,386-97.8% | $6,127-97.7% | $12,624-98.9% |