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 7-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 | $13,773 | $104,664-86.8% | $85,682-83.9% | $167,490-91.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.15% | 21.45%-10.3pp | 21.49%-10.3pp | 478.56%-467.4pp |
| Employer contribution / active EE | $3,210 | $3,337-3.8% | $2,618+22.6% | $4,837-33.6% |
| Participant deferral / active EE | $3,210 | $4,824-33.5% | $3,923-18.2% | $6,341-49.4% |
| Admin fee / account holder | $20 | $10,032-99.8% | $6,873-99.7% | $12,309-99.8% |