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 3-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 | $15,712 | $94,338-83.3% | $100,534-84.4% | $142,382-89.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 21.45% | 29.20%-7.7pp | 32.66%-11.2pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,808 | $4,237-57.3% | $4,346-58.4% | $4,299-58.0% |
| Participant deferral / active EE | $2,382 | $5,934-59.9% | $6,144-61.2% | $6,507-63.4% |
| Admin fee / account holder | $27 | $8,421-99.7% | $7,654-99.7% | $12,624-99.8% |