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 | $12,703 | $104,974-87.9% | $95,585-86.7% | $142,382-91.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.26% | 210.33%-189.1pp | 38.56%-17.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $877 | $2,779-68.4% | $2,527-65.3% | $4,299-79.6% |
| Participant deferral / active EE | $2,224 | $4,352-48.9% | $4,023-44.7% | $6,507-65.8% |
| Admin fee / account holder | $54 | $6,386-99.2% | $6,127-99.1% | $12,624-99.6% |