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 | $10,471 | $118,427-91.2% | $66,042-84.1% | $142,382-92.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 19.85% | 35.57%-15.7pp | 52.11%-32.3pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,340 | $2,570-47.9% | $1,579-15.2% | $4,299-68.8% |
| Participant deferral / active EE | $3,825 | $4,311-11.3% | $2,835+34.9% | $6,507-41.2% |
| Admin fee / account holder | $159 | $9,593-98.3% | $5,747-97.2% | $12,624-98.7% |