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 7-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 | $18,123 | $117,381-84.6% | $99,443-81.8% | $152,861-88.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 22.57% | 31.87%-9.3pp | 30.72%-8.1pp | 345.32%-322.7pp |
| Employer contribution / active EE | $4,023 | $3,013+33.5% | $2,540+58.4% | $4,762-15.5% |
| Participant deferral / active EE | $7,035 | $4,086+72.2% | $3,619+94.4% | $5,850+20.3% |
| Admin fee / account holder | $98 | $7,631-98.7% | $6,250-98.4% | $11,596-99.2% |