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 | $15,612 | $127,264-87.7% | $109,895-85.8% | $167,490-90.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 15.17% | 22.97%-7.8pp | 29.45%-14.3pp | 478.56%-463.4pp |
| Employer contribution / active EE | $1,581 | $3,322-52.4% | $2,842-44.4% | $4,837-67.3% |
| Participant deferral / active EE | $4,082 | $4,514-9.6% | $4,048+0.8% | $6,341-35.6% |
| Admin fee / account holder | $107 | $7,114-98.5% | $6,066-98.2% | $12,309-99.1% |