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 3-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 | $14,959 | $111,754-86.6% | $103,333-85.5% | $145,922-89.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.27% | 24.77%-11.5pp | 24.88%-11.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,649 | $4,212-60.9% | $3,868-57.4% | $4,660-64.6% |
| Participant deferral / active EE | $3,984 | $5,619-29.1% | $5,057-21.2% | $6,688-40.4% |
| Admin fee / account holder | $251 | $9,750-97.4% | $8,355-97.0% | $13,397-98.1% |