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 | $17,264 | $159,602-89.2% | $150,045-88.5% | $142,382-87.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.43% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,260 | $4,961-54.4% | $4,693-51.9% | $4,299-47.4% |
| Participant deferral / active EE | $4,045 | $8,310-51.3% | $7,997-49.4% | $6,507-37.8% |
| Admin fee / account holder | $170 | $14,846-98.9% | $13,435-98.7% | $12,624-98.7% |