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 | $11,580 | $72,400-84.0% | $67,502-82.8% | $145,922-92.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 19.61% | 7182.46%-7162.9pp | 3512.12%-3492.5pp | 561.29%-541.7pp |
| Employer contribution / active EE | $1,125 | $3,069-63.4% | $2,731-58.8% | $4,660-75.9% |
| Participant deferral / active EE | $1,815 | $4,783-62.1% | $4,000-54.6% | $6,688-72.9% |
| Admin fee / account holder | $44 | $5,539-99.2% | $3,998-98.9% | $13,397-99.7% |