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 | $16,913 | $114,381-85.2% | $107,525-84.3% | $142,382-88.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 24.18% | 242.71%-218.5pp | 181.32%-157.1pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,531 | $4,015-61.9% | $3,754-59.2% | $4,299-64.4% |
| Participant deferral / active EE | $14,175 | $5,564+154.8% | $5,116+177.1% | $6,507+117.8% |
| Admin fee / account holder | $64 | $9,860-99.4% | $8,919-99.3% | $12,624-99.5% |