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 4-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 | $12,656 | $106,515-88.1% | $96,683-86.9% | $139,434-90.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 28.66% | 38.43%-9.8pp | 35.69%-7.0pp | 372.94%-344.3pp |
| Employer contribution / active EE | $2,137 | $4,103-47.9% | $3,737-42.8% | $4,751-55.0% |
| Participant deferral / active EE | $5,326 | $5,454-2.3% | $4,878+9.2% | $6,710-20.6% |
| Admin fee / account holder | $28 | $7,877-99.6% | $6,730-99.6% | $11,403-99.8% |