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 | $13,257 | $74,888-82.3% | $71,209-81.4% | $142,382-90.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.74% | 345.14%-324.4pp | 282.51%-261.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,137 | $2,854-25.1% | $2,721-21.5% | $4,299-50.3% |
| Participant deferral / active EE | $7,695 | $4,454+72.8% | $4,175+84.3% | $6,507+18.3% |
| Admin fee / account holder | $47 | $5,568-99.2% | $5,349-99.1% | $12,624-99.6% |