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 8-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 | $15,759 | $127,264-87.6% | $109,895-85.7% | $167,490-90.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 12.92% | 22.97%-10.0pp | 29.45%-16.5pp | 478.56%-465.6pp |
| Employer contribution / active EE | $3,096 | $3,322-6.8% | $2,842+8.9% | $4,837-36.0% |
| Participant deferral / active EE | $2,310 | $4,514-48.8% | $4,048-42.9% | $6,341-63.6% |
| Admin fee / account holder | $29 | $7,114-99.6% | $6,066-99.5% | $12,309-99.8% |