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 | $13,164 | $85,022-84.5% | $70,515-81.3% | $139,434-90.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 12.30% | 30.38%-18.1pp | 32.77%-20.5pp | 372.94%-360.6pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,499 | $5,890-74.6% | $4,567-67.2% | $6,710-77.7% |
| Admin fee / account holder | $32 | $8,906-99.6% | $6,412-99.5% | $11,403-99.7% |