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 | $15,702 | $117,983-86.7% | $101,794-84.6% | $142,382-89.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.13% | 36.92%-16.8pp | 30.53%-10.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,136 | $2,773-59.0% | $2,289-50.4% | $4,299-73.6% |
| Participant deferral / active EE | $3,839 | $4,714-18.5% | $4,084-6.0% | $6,507-41.0% |
| Admin fee / account holder | $193 | $10,433-98.2% | $8,777-97.8% | $12,624-98.5% |