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 | $24,008 | $179,726-86.6% | $156,263-84.6% | $142,382-83.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.79% | 77.86%-58.1pp | 59.47%-39.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,819 | $5,069-64.1% | $4,333-58.0% | $4,299-57.7% |
| Participant deferral / active EE | $11,299 | $6,956+62.4% | $6,158+83.5% | $6,507+73.6% |
| Admin fee / account holder | $85 | $17,272-99.5% | $14,255-99.4% | $12,624-99.3% |