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 4-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 | $16,613 | $106,515-84.4% | $96,683-82.8% | $139,434-88.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 40.71% | 38.43%+2.3pp | 35.69%+5.0pp | 372.94%-332.2pp |
| Employer contribution / active EE | $1,856 | $4,103-54.8% | $3,737-50.3% | $4,751-60.9% |
| Participant deferral / active EE | $7,304 | $5,454+33.9% | $4,878+49.7% | $6,710+8.9% |
| Admin fee / account holder | $91 | $7,877-98.8% | $6,730-98.6% | $11,403-99.2% |