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 7-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 | $16,552 | $115,882-85.7% | $100,516-83.5% | $158,922-89.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 35.92% | 34.79%+1.1pp | 30.89%+5.0pp | 302.83%-266.9pp |
| Employer contribution / active EE | $2,333 | $4,103-43.1% | $3,418-31.7% | $4,761-51.0% |
| Participant deferral / active EE | $5,614 | $6,674-15.9% | $6,270-10.5% | $5,982-6.2% |
| Admin fee / account holder | $136 | $10,995-98.8% | $8,081-98.3% | $11,246-98.8% |