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 | $11,656 | $104,974-88.9% | $95,585-87.8% | $142,382-91.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.89% | 210.33%-189.4pp | 38.56%-17.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,224 | $2,779-56.0% | $2,527-51.6% | $4,299-71.5% |
| Participant deferral / active EE | $1,836 | $4,352-57.8% | $4,023-54.4% | $6,507-71.8% |
| Admin fee / account holder | $10 | $6,386-99.8% | $6,127-99.8% | $12,624-99.9% |