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 4-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 | $16,203 | $101,069-84.0% | $81,478-80.1% | $147,584-89.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.51% | 32.40%-13.9pp | 38.78%-20.3pp | 578.55%-560.0pp |
| Employer contribution / active EE | $3,181 | $3,205-0.7% | $2,568+23.9% | $4,876-34.8% |
| Participant deferral / active EE | $4,570 | $4,242+7.7% | $3,537+29.2% | $5,439-16.0% |
| Admin fee / account holder | $1 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |