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 | $19,694 | $109,982-82.1% | $97,226-79.7% | $145,922-86.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.63% | 242.90%-232.3pp | 75.13%-64.5pp | 561.29%-550.7pp |
| Employer contribution / active EE | $569 | $3,084-81.6% | $2,729-79.2% | $4,660-87.8% |
| Participant deferral / active EE | $2,250 | $4,676-51.9% | $4,264-47.2% | $6,688-66.4% |
| Admin fee / account holder | $221 | $6,221-96.4% | $5,654-96.1% | $13,397-98.4% |