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 | $14,551 | $114,381-87.3% | $107,525-86.5% | $142,382-89.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 25.80% | 242.71%-216.9pp | 181.32%-155.5pp | 217.08%-191.3pp |
| Employer contribution / active EE | $1,758 | $4,015-56.2% | $3,754-53.2% | $4,299-59.1% |
| Participant deferral / active EE | $7,020 | $5,564+26.2% | $5,116+37.2% | $6,507+7.9% |
| Admin fee / account holder | $97 | $9,860-99.0% | $8,919-98.9% | $12,624-99.2% |