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 | $12,409 | $111,754-88.9% | $103,333-88.0% | $145,922-91.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.35% | 24.77%-13.4pp | 24.88%-13.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $3,992 | $4,212-5.2% | $3,868+3.2% | $4,660-14.3% |
| Participant deferral / active EE | $6,985 | $5,619+24.3% | $5,057+38.1% | $6,688+4.4% |
| Admin fee / account holder | $58 | $9,750-99.4% | $8,355-99.3% | $13,397-99.6% |