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 | $13,471 | $114,381-88.2% | $107,525-87.5% | $142,382-90.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.41% | 242.71%-222.3pp | 181.32%-160.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,988 | $4,015-50.5% | $3,754-47.0% | $4,299-53.7% |
| Participant deferral / active EE | $3,440 | $5,564-38.2% | $5,116-32.8% | $6,507-47.1% |
| Admin fee / account holder | $119 | $9,860-98.8% | $8,919-98.7% | $12,624-99.1% |