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 5-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 | $19,241 | $74,888-74.3% | $71,209-73.0% | $142,382-86.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.94% | 345.14%-323.2pp | 282.51%-260.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,257 | $2,854-56.0% | $2,721-53.8% | $4,299-70.8% |
| Participant deferral / active EE | $2,013 | $4,454-54.8% | $4,175-51.8% | $6,507-69.1% |
| Admin fee / account holder | $86 | $5,568-98.5% | $5,349-98.4% | $12,624-99.3% |