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 | $23,873 | $111,754-78.6% | $103,333-76.9% | $145,922-83.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.49% | 24.77%-9.3pp | 24.88%-9.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,909 | $4,212-31.0% | $3,868-24.8% | $4,660-37.6% |
| Participant deferral / active EE | $3,995 | $5,619-28.9% | $5,057-21.0% | $6,688-40.3% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |