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 | $23,710 | $127,264-81.4% | $109,895-78.4% | $167,490-85.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 14.06% | 22.97%-8.9pp | 29.45%-15.4pp | 478.56%-464.5pp |
| Employer contribution / active EE | $9,446 | $3,322+184.3% | $2,842+232.3% | $4,837+95.3% |
| Participant deferral / active EE | $3,106 | $4,514-31.2% | $4,048-23.3% | $6,341-51.0% |
| Admin fee / account holder | $7 | $7,114-99.9% | $6,066-99.9% | $12,309-99.9% |