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 | $20,789 | $117,983-82.4% | $101,794-79.6% | $142,382-85.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.86% | 36.92%-21.1pp | 30.53%-14.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $995 | $2,773-64.1% | $2,289-56.5% | $4,299-76.8% |
| Participant deferral / active EE | $2,530 | $4,714-46.3% | $4,084-38.0% | $6,507-61.1% |
| Admin fee / account holder | $17 | $10,433-99.8% | $8,777-99.8% | $12,624-99.9% |