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 6-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 | $23,150 | $121,625-81.0% | $104,607-77.9% | $158,922-85.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 19.82% | 465.26%-445.4pp | 340.46%-320.6pp | 302.83%-283.0pp |
| Employer contribution / active EE | $2,126 | $3,163-32.8% | $2,681-20.7% | $4,761-55.3% |
| Participant deferral / active EE | $2,126 | $4,177-49.1% | $3,740-43.1% | $5,982-64.5% |
| Admin fee / account holder | $229 | $7,787-97.1% | $6,473-96.5% | $11,246-98.0% |