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 | $9,405 | $100,773-90.7% | $88,946-89.4% | $142,382-93.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 23.14% | 70.18%-47.0pp | 57.82%-34.7pp | 217.08%-193.9pp |
| Employer contribution / active EE | $2,561 | $2,918-12.2% | $2,555+0.2% | $4,299-40.4% |
| Participant deferral / active EE | $2,999 | $5,230-42.7% | $4,581-34.5% | $6,507-53.9% |
| Admin fee / account holder | $22 | $9,693-99.8% | $8,261-99.7% | $12,624-99.8% |