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 6-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 | $20,701 | $106,515-80.6% | $96,683-78.6% | $139,434-85.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.46% | 38.43%-21.0pp | 35.69%-18.2pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,821 | $4,103-31.2% | $3,737-24.5% | $4,751-40.6% |
| Participant deferral / active EE | $1,685 | $5,454-69.1% | $4,878-65.5% | $6,710-74.9% |
| Admin fee / account holder | $41 | $7,877-99.5% | $6,730-99.4% | $11,403-99.6% |