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 6-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 | $15,153 | $114,381-86.8% | $107,525-85.9% | $142,382-89.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 24.41% | 242.71%-218.3pp | 181.32%-156.9pp | 217.08%-192.7pp |
| Employer contribution / active EE | $2,420 | $4,015-39.7% | $3,754-35.5% | $4,299-43.7% |
| Participant deferral / active EE | $2,420 | $5,564-56.5% | $5,116-52.7% | $6,507-62.8% |
| Admin fee / account holder | $141 | $9,860-98.6% | $8,919-98.4% | $12,624-98.9% |