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 5-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 | $21,168 | $90,348-76.6% | $75,972-72.1% | $145,922-85.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.95% | 620.88%-610.9pp | 359.55%-349.6pp | 561.29%-551.3pp |
| Employer contribution / active EE | $3,141 | $3,311-5.1% | $2,685+17.0% | $4,660-32.6% |
| Participant deferral / active EE | $9,304 | $5,162+80.3% | $4,255+118.6% | $6,688+39.1% |
| Admin fee / account holder | $243 | $8,467-97.1% | $6,467-96.2% | $13,397-98.2% |