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 9-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 | $19,112 | $115,770-83.5% | $101,248-81.1% | $158,922-88.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.16% | 56.14%-35.0pp | 46.47%-25.3pp | 302.83%-281.7pp |
| Employer contribution / active EE | $2,252 | $4,175-46.1% | $3,660-38.5% | $4,761-52.7% |
| Participant deferral / active EE | $3,454 | $4,957-30.3% | $4,370-21.0% | $5,982-42.3% |
| Admin fee / account holder | $115 | $7,245-98.4% | $5,945-98.1% | $11,246-99.0% |