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 7-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 | $12,642 | $117,983-89.3% | $101,794-87.6% | $142,382-91.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.54% | 36.92%-18.4pp | 30.53%-12.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,246 | $2,773-55.1% | $2,289-45.6% | $4,299-71.0% |
| Participant deferral / active EE | $2,084 | $4,714-55.8% | $4,084-49.0% | $6,507-68.0% |
| Admin fee / account holder | $62 | $10,433-99.4% | $8,777-99.3% | $12,624-99.5% |