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 9-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 | $14,808 | $111,724-86.7% | $93,606-84.2% | $145,922-89.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 12.26% | 202.98%-190.7pp | 133.20%-120.9pp | 561.29%-549.0pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,646 | $4,912-66.5% | $4,411-62.7% | $6,688-75.4% |
| Admin fee / account holder | $260 | $10,250-97.5% | $8,285-96.9% | $13,397-98.1% |