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 | $16,882 | $96,635-82.5% | $86,612-80.5% | $139,434-87.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.65% | 106.41%-89.8pp | 591.07%-574.4pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,648 | $3,263-49.5% | $3,022-45.5% | $4,751-65.3% |
| Participant deferral / active EE | $2,815 | $4,836-41.8% | $4,438-36.6% | $6,710-58.0% |
| Admin fee / account holder | $175 | $6,408-97.3% | $5,614-96.9% | $11,403-98.5% |