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 3-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 | $24,274 | $104,974-76.9% | $95,585-74.6% | $142,382-83.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.97% | 210.33%-189.4pp | 38.56%-17.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $837 | $2,779-69.9% | $2,527-66.9% | $4,299-80.5% |
| Participant deferral / active EE | $8,423 | $4,352+93.5% | $4,023+109.4% | $6,507+29.4% |
| Admin fee / account holder | $94 | $6,386-98.5% | $6,127-98.5% | $12,624-99.3% |