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 | $12,309 | $110,261-88.8% | $95,745-87.1% | $139,434-91.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.16% | 27.11%-6.9pp | 28.35%-8.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,200 | $3,257-63.2% | $2,835-57.7% | $4,751-74.7% |
| Participant deferral / active EE | $2,700 | $4,676-42.3% | $4,245-36.4% | $6,710-59.8% |
| Admin fee / account holder | $16 | $6,613-99.8% | $5,678-99.7% | $11,403-99.9% |