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 8-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 | $24,142 | $175,202-86.2% | $149,673-83.9% | $139,434-82.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.96% | 166.71%-151.7pp | 134.42%-119.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,491 | $5,474-72.8% | $4,818-69.0% | $4,751-68.6% |
| Participant deferral / active EE | $3,965 | $6,519-39.2% | $5,680-30.2% | $6,710-40.9% |
| Admin fee / account holder | $35 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |