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 | $16,919 | $109,982-84.6% | $97,226-82.6% | $145,922-88.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.52% | 242.90%-231.4pp | 75.13%-63.6pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,022 | $3,084-66.9% | $2,729-62.5% | $4,660-78.1% |
| Participant deferral / active EE | $7,650 | $4,676+63.6% | $4,264+79.4% | $6,688+14.4% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |