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 | $21,202 | $154,117-86.2% | $129,995-83.7% | $139,434-84.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.65% | 32.48%-17.8pp | -137.18%+151.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $2,089 | $5,289-60.5% | $4,320-51.6% | $4,751-56.0% |
| Participant deferral / active EE | $3,485 | $6,710-48.1% | $5,820-40.1% | $6,710-48.1% |
| Admin fee / account holder | $104 | $14,007-99.3% | $10,614-99.0% | $11,403-99.1% |