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 | $20,247 | $111,754-81.9% | $103,333-80.4% | $145,922-86.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.92% | 24.77%-11.9pp | 24.88%-12.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,355 | $5,619+48.7% | $5,057+65.2% | $6,688+24.9% |
| Admin fee / account holder | $222 | $9,750-97.7% | $8,355-97.3% | $13,397-98.3% |