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 | $10,070 | $118,427-91.5% | $66,042-84.8% | $142,382-92.9% |
| Participation rate | 91.7% | 68.1%+23.5pp | 67.5%+24.2pp | 80.1%+11.5pp |
| Annual return | 24.22% | 35.57%-11.3pp | 52.11%-27.9pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,615 | $2,570-37.2% | $1,579+2.2% | $4,299-62.4% |
| Participant deferral / active EE | $2,268 | $4,311-47.4% | $2,835-20.0% | $6,507-65.1% |
| Admin fee / account holder | $20 | $9,593-99.8% | $5,747-99.7% | $12,624-99.8% |