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 9-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 | $12,769 | $96,484-86.8% | $75,886-83.2% | $152,861-91.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 16.93% | 33.98%-17.0pp | 30.76%-13.8pp | 345.32%-328.4pp |
| Employer contribution / active EE | $2,266 | $3,309-31.5% | $2,500-9.4% | $4,762-52.4% |
| Participant deferral / active EE | $1,300 | $4,553-71.4% | $3,603-63.9% | $5,850-77.8% |
| Admin fee / account holder | $138 | $8,078-98.3% | $5,418-97.5% | $11,596-98.8% |