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 | $13,479 | $100,773-86.6% | $88,946-84.8% | $142,382-90.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 26.84% | 70.18%-43.3pp | 57.82%-31.0pp | 217.08%-190.2pp |
| Employer contribution / active EE | $1,721 | $2,918-41.0% | $2,555-32.6% | $4,299-60.0% |
| Participant deferral / active EE | $4,873 | $5,230-6.8% | $4,581+6.4% | $6,507-25.1% |
| Admin fee / account holder | $206 | $9,693-97.9% | $8,261-97.5% | $12,624-98.4% |