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 5-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 | $16,475 | $202,432-91.9% | $169,368-90.3% | $139,434-88.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.23% | 531.74%-515.5pp | 405.60%-389.4pp | 372.94%-356.7pp |
| Employer contribution / active EE | $4,079 | $4,692-13.1% | $4,013+1.7% | $4,751-14.1% |
| Participant deferral / active EE | $2,685 | $6,938-61.3% | $6,221-56.8% | $6,710-60.0% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |