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 | $12,541 | $177,572-92.9% | $154,803-91.9% | $142,382-91.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.95% | 65.07%-41.1pp | 58.88%-34.9pp | 217.08%-193.1pp |
| Employer contribution / active EE | $3,326 | $4,810-30.9% | $4,305-22.8% | $4,299-22.6% |
| Participant deferral / active EE | $12,746 | $6,272+103.2% | $5,540+130.1% | $6,507+95.9% |
| Admin fee / account holder | $90 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |