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 | $16,317 | $77,899-79.1% | $149,673-89.1% | $75,163-78.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 74.53% | 31.72%+42.8pp | 134.42%-59.9pp | 160.62%-86.1pp |
| Employer contribution / active EE | $3,454 | $3,137+10.1% | $4,818-28.3% | $2,670+29.4% |
| Participant deferral / active EE | $1,988 | $3,411-41.7% | $5,680-65.0% | $4,125-51.8% |
| Admin fee / account holder | $38 | $5,956-99.4% | $13,210-99.7% | $5,651-99.3% |