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 | $25,587 | $74,888-65.8% | $71,209-64.1% | $142,382-82.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.76% | 345.14%-330.4pp | 282.51%-267.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,101 | $2,854-61.4% | $2,721-59.5% | $4,299-74.4% |
| Participant deferral / active EE | $2,164 | $4,454-51.4% | $4,175-48.2% | $6,507-66.7% |
| Admin fee / account holder | $197 | $5,568-96.5% | $5,349-96.3% | $12,624-98.4% |