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 5-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 | $11,871 | $109,982-89.2% | $97,226-87.8% | $145,922-91.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.70% | 242.90%-228.2pp | 75.13%-60.4pp | 561.29%-546.6pp |
| Employer contribution / active EE | $588 | $3,084-80.9% | $2,729-78.4% | $4,660-87.4% |
| Participant deferral / active EE | $1,389 | $4,676-70.3% | $4,264-67.4% | $6,688-79.2% |
| Admin fee / account holder | $31 | $6,221-99.5% | $5,654-99.4% | $13,397-99.8% |