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 | $21,600 | $74,888-71.2% | $71,209-69.7% | $142,382-84.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.07% | 345.14%-321.1pp | 282.51%-258.4pp | 217.08%-193.0pp |
| Employer contribution / active EE | $2,299 | $2,854-19.5% | $2,721-15.5% | $4,299-46.5% |
| Participant deferral / active EE | $3,416 | $4,454-23.3% | $4,175-18.2% | $6,507-47.5% |
| Admin fee / account holder | $21 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |