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 | $14,518 | $169,032-91.4% | $129,207-88.8% | $145,922-90.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.98% | 14330.11%-14308.1pp | 9417.33%-9395.3pp | 561.29%-539.3pp |
| Employer contribution / active EE | $1,551 | $5,537-72.0% | $4,153-62.7% | $4,660-66.7% |
| Participant deferral / active EE | $4,085 | $4,987-18.1% | $4,168-2.0% | $6,688-38.9% |
| Admin fee / account holder | $23 | $9,954-99.8% | $7,715-99.7% | $13,397-99.8% |