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 6-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 | $19,869 | $74,888-73.5% | $71,209-72.1% | $142,382-86.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.46% | 345.14%-323.7pp | 282.51%-261.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,473 | $2,854-13.4% | $2,721-9.1% | $4,299-42.5% |
| Participant deferral / active EE | $4,130 | $4,454-7.3% | $4,175-1.1% | $6,507-36.5% |
| Admin fee / account holder | $39 | $5,568-99.3% | $5,349-99.3% | $12,624-99.7% |