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 6-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 | $14,145 | $117,983-88.0% | $101,794-86.1% | $142,382-90.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 22.79% | 36.92%-14.1pp | 30.53%-7.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,092 | $2,773-60.6% | $2,289-52.3% | $4,299-74.6% |
| Participant deferral / active EE | $3,735 | $4,714-20.8% | $4,084-8.5% | $6,507-42.6% |
| Admin fee / account holder | $91 | $10,433-99.1% | $8,777-99.0% | $12,624-99.3% |