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 4-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 | $14,300 | $114,381-87.5% | $107,525-86.7% | $142,382-90.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.79% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,497 | $4,015-62.7% | $3,754-60.1% | $4,299-65.2% |
| Participant deferral / active EE | $2,993 | $5,564-46.2% | $5,116-41.5% | $6,507-54.0% |
| Admin fee / account holder | $77 | $9,860-99.2% | $8,919-99.1% | $12,624-99.4% |