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 7-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 | $17,376 | $159,602-89.1% | $150,045-88.4% | $142,382-87.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.24% | 70.24%-48.0pp | 62.55%-40.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $3,659 | $4,961-26.2% | $4,693-22.0% | $4,299-14.9% |
| Participant deferral / active EE | $5,642 | $8,310-32.1% | $7,997-29.4% | $6,507-13.3% |
| Admin fee / account holder | $140 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |