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 | $19,433 | $118,849-83.6% | $96,562-79.9% | $167,490-88.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.10% | 50.49%-39.4pp | 37.78%-26.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $2,213 | $3,120-29.1% | $2,356-6.1% | $4,837-54.3% |
| Participant deferral / active EE | $4,288 | $4,616-7.1% | $3,849+11.4% | $6,341-32.4% |
| Admin fee / account holder | $203 | $8,065-97.5% | $6,181-96.7% | $12,309-98.4% |