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 | $19,363 | $109,982-82.4% | $97,226-80.1% | $145,922-86.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.62% | 242.90%-230.3pp | 75.13%-62.5pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,700 | $3,084-44.9% | $2,729-37.7% | $4,660-63.5% |
| Participant deferral / active EE | $3,400 | $4,676-27.3% | $4,264-20.3% | $6,688-49.2% |
| Admin fee / account holder | $38 | $6,221-99.4% | $5,654-99.3% | $13,397-99.7% |