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 | $13,751 | $156,846-91.2% | $121,098-88.6% | $139,434-90.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.06% | 1474.56%-1456.5pp | 985.75%-967.7pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,104 | $5,536-62.0% | $4,164-49.5% | $4,751-55.7% |
| Participant deferral / active EE | $2,279 | $4,844-53.0% | $4,080-44.1% | $6,710-66.0% |
| Admin fee / account holder | $173 | $6,946-97.5% | $5,644-96.9% | $11,403-98.5% |