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 | $13,532 | $114,381-88.2% | $107,525-87.4% | $142,382-90.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 26.30% | 242.71%-216.4pp | 181.32%-155.0pp | 217.08%-190.8pp |
| Employer contribution / active EE | $2,407 | $4,015-40.1% | $3,754-35.9% | $4,299-44.0% |
| Participant deferral / active EE | $3,418 | $5,564-38.6% | $5,116-33.2% | $6,507-47.5% |
| Admin fee / account holder | $164 | $9,860-98.3% | $8,919-98.2% | $12,624-98.7% |