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 | $18,240 | $111,724-83.7% | $93,606-80.5% | $145,922-87.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.06% | 202.98%-189.9pp | 133.20%-120.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,131 | $3,090-63.4% | $2,420-53.3% | $4,660-75.7% |
| Participant deferral / active EE | $4,903 | $4,912-0.2% | $4,411+11.1% | $6,688-26.7% |
| Admin fee / account holder | $30 | $10,250-99.7% | $8,285-99.6% | $13,397-99.8% |