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 | $16,685 | $117,983-85.9% | $101,794-83.6% | $142,382-88.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.68% | 36.92%-15.2pp | 30.53%-8.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,279 | $2,773-53.9% | $2,289-44.1% | $4,299-70.2% |
| Participant deferral / active EE | $5,061 | $4,714+7.4% | $4,084+23.9% | $6,507-22.2% |
| Admin fee / account holder | $32 | $10,433-99.7% | $8,777-99.6% | $12,624-99.7% |