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 | $15,562 | $108,172-85.6% | $77,482-79.9% | $158,922-90.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 22.52% | 31.67%-9.2pp | 54.79%-32.3pp | 302.83%-280.3pp |
| Employer contribution / active EE | $1,263 | $1,325-4.7% | $986+28.0% | $4,761-73.5% |
| Participant deferral / active EE | $2,450 | $2,456-0.2% | $1,861+31.6% | $5,982-59.0% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |