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 | $13,343 | $106,515-87.5% | $96,683-86.2% | $139,434-90.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 27.18% | 38.43%-11.2pp | 35.69%-8.5pp | 372.94%-345.8pp |
| Employer contribution / active EE | $1,065 | $4,103-74.0% | $3,737-71.5% | $4,751-77.6% |
| Participant deferral / active EE | $2,007 | $5,454-63.2% | $4,878-58.9% | $6,710-70.1% |
| Admin fee / account holder | $17 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |