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 | $15,077 | $109,982-86.3% | $97,226-84.5% | $145,922-89.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.10% | 242.90%-231.8pp | 75.13%-64.0pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,025 | $3,084-66.8% | $2,729-62.4% | $4,660-78.0% |
| Participant deferral / active EE | $1,964 | $4,676-58.0% | $4,264-53.9% | $6,688-70.6% |
| Admin fee / account holder | $72 | $6,221-98.8% | $5,654-98.7% | $13,397-99.5% |