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 | $17,903 | $159,602-88.8% | $150,045-88.1% | $142,382-87.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.43% | 70.24%-46.8pp | 62.55%-39.1pp | 217.08%-193.6pp |
| Employer contribution / active EE | $3,251 | $4,961-34.5% | $4,693-30.7% | $4,299-24.4% |
| Participant deferral / active EE | $4,878 | $8,310-41.3% | $7,997-39.0% | $6,507-25.0% |
| Admin fee / account holder | $223 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |