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 | $12,753 | $100,773-87.3% | $88,946-85.7% | $142,382-91.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 26.25% | 70.18%-43.9pp | 57.82%-31.6pp | 217.08%-190.8pp |
| Employer contribution / active EE | $1,594 | $2,918-45.4% | $2,555-37.6% | $4,299-62.9% |
| Participant deferral / active EE | $3,787 | $5,230-27.6% | $4,581-17.3% | $6,507-41.8% |
| Admin fee / account holder | $11 | $9,693-99.9% | $8,261-99.9% | $12,624-99.9% |