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 8-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 | $5,110 | $74,888-93.2% | $71,209-92.8% | $142,382-96.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.50% | 345.14%-329.6pp | 282.51%-267.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,970 | $2,854-31.0% | $2,721-27.6% | $4,299-54.2% |
| Participant deferral / active EE | $1,849 | $4,454-58.5% | $4,175-55.7% | $6,507-71.6% |
| Admin fee / account holder | $129 | $5,568-97.7% | $5,349-97.6% | $12,624-99.0% |