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 | $23,912 | $176,377-86.4% | $134,143-82.2% | $158,922-85.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 11.56% | 63.63%-52.1pp | 36.33%-24.8pp | 302.83%-291.3pp |
| Employer contribution / active EE | $595 | $5,040-88.2% | $3,704-83.9% | $4,761-87.5% |
| Participant deferral / active EE | $1,736 | $4,091-57.6% | $3,499-50.4% | $5,982-71.0% |
| Admin fee / account holder | $296 | $8,718-96.6% | $6,684-95.6% | $11,246-97.4% |