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 | $11,485 | $106,515-89.2% | $96,683-88.1% | $139,434-91.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.86% | 38.43%-20.6pp | 35.69%-17.8pp | 372.94%-355.1pp |
| Employer contribution / active EE | $3,227 | $4,103-21.4% | $3,737-13.7% | $4,751-32.1% |
| Participant deferral / active EE | $5,518 | $5,454+1.2% | $4,878+13.1% | $6,710-17.8% |
| Admin fee / account holder | $143 | $7,877-98.2% | $6,730-97.9% | $11,403-98.7% |