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 5-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 | $17,043 | $111,724-84.7% | $93,606-81.8% | $145,922-88.3% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.5pp |
| Annual return | 14.90% | 202.98%-188.1pp | 133.20%-118.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $10,487 | $3,090+239.4% | $2,420+333.4% | $4,660+125.1% |
| Participant deferral / active EE | $1,714 | $4,912-65.1% | $4,411-61.1% | $6,688-74.4% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |