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 | $16,490 | $111,754-85.2% | $103,333-84.0% | $145,922-88.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.11% | 24.77%-12.7pp | 24.88%-12.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,801 | $4,212-9.8% | $3,868-1.7% | $4,660-18.4% |
| Participant deferral / active EE | $1,850 | $5,619-67.1% | $5,057-63.4% | $6,688-72.3% |
| Admin fee / account holder | $33 | $9,750-99.7% | $8,355-99.6% | $13,397-99.8% |