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 | $21,280 | $124,281-82.9% | $109,143-80.5% | $167,490-87.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.68% | 26.04%-12.4pp | 25.75%-12.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $2,626 | $4,207-37.6% | $3,722-29.4% | $4,837-45.7% |
| Participant deferral / active EE | $5,883 | $5,255+11.9% | $4,653+26.4% | $6,341-7.2% |
| Admin fee / account holder | $242 | $7,970-97.0% | $6,752-96.4% | $12,309-98.0% |