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 | $25,428 | $227,553-88.8% | $189,557-86.6% | $167,490-84.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.12% | 78.40%-66.3pp | 64.17%-52.0pp | 478.56%-466.4pp |
| Employer contribution / active EE | $10,175 | $5,316+91.4% | $4,412+130.6% | $4,837+110.3% |
| Participant deferral / active EE | $2,583 | $7,002-63.1% | $6,174-58.2% | $6,341-59.3% |
| Admin fee / account holder | $95 | $11,878-99.2% | $9,807-99.0% | $12,309-99.2% |