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 | $16,642 | $210,648-92.1% | $177,989-90.6% | $145,922-88.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.99% | 385.86%-368.9pp | 294.48%-277.5pp | 561.29%-544.3pp |
| Employer contribution / active EE | $2,138 | $4,565-53.2% | $3,949-45.9% | $4,660-54.1% |
| Participant deferral / active EE | $3,371 | $6,958-51.6% | $6,276-46.3% | $6,688-49.6% |
| Admin fee / account holder | $90 | $12,013-99.3% | $10,363-99.1% | $13,397-99.3% |