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 6-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 | $15,272 | $74,888-79.6% | $71,209-78.6% | $142,382-89.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.60% | 345.14%-325.5pp | 282.51%-262.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,828 | $2,854-36.0% | $2,721-32.8% | $4,299-57.5% |
| Participant deferral / active EE | $5,224 | $4,454+17.3% | $4,175+25.1% | $6,507-19.7% |
| Admin fee / account holder | $211 | $5,568-96.2% | $5,349-96.1% | $12,624-98.3% |