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 | $19,286 | $74,888-74.2% | $71,209-72.9% | $142,382-86.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.71% | 345.14%-328.4pp | 282.51%-265.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,430 | $2,854-14.9% | $2,721-10.7% | $4,299-43.5% |
| Participant deferral / active EE | $4,596 | $4,454+3.2% | $4,175+10.1% | $6,507-29.4% |
| Admin fee / account holder | $2 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |