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 | $26,255 | $111,754-76.5% | $103,333-74.6% | $145,922-82.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.55% | 24.77%-8.2pp | 24.88%-8.3pp | 561.29%-544.7pp |
| Employer contribution / active EE | $3,283 | $4,212-22.1% | $3,868-15.1% | $4,660-29.5% |
| Participant deferral / active EE | $9,200 | $5,619+63.7% | $5,057+81.9% | $6,688+37.6% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |