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 | $19,007 | $124,281-84.7% | $109,143-82.6% | $167,490-88.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 31.22% | 26.04%+5.2pp | 25.75%+5.5pp | 478.56%-447.3pp |
| Employer contribution / active EE | $2,445 | $4,207-41.9% | $3,722-34.3% | $4,837-49.5% |
| Participant deferral / active EE | $14,760 | $5,255+180.9% | $4,653+217.2% | $6,341+132.8% |
| Admin fee / account holder | $51 | $7,970-99.4% | $6,752-99.2% | $12,309-99.6% |