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 | $24,326 | $99,020-75.4% | $86,590-71.9% | $147,584-83.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.94% | 1312.34%-1300.4pp | 964.84%-952.9pp | 578.55%-566.6pp |
| Employer contribution / active EE | $3,114 | $3,132-0.6% | $2,839+9.7% | $4,876-36.2% |
| Participant deferral / active EE | $4,708 | $3,972+18.5% | $3,609+30.5% | $5,439-13.4% |
| Admin fee / account holder | $298 | $5,710-94.8% | $4,906-93.9% | $10,885-97.3% |