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 | $23,521 | $163,101-85.6% | $136,749-82.8% | $142,382-83.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.77% | 27.54%-10.8pp | 24.33%-7.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,000 | $4,117-75.7% | $3,400-70.6% | $4,299-76.7% |
| Participant deferral / active EE | $1,440 | $5,585-74.2% | $4,692-69.3% | $6,507-77.9% |
| Admin fee / account holder | $118 | $14,318-99.2% | $11,386-99.0% | $12,624-99.1% |