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 | $17,418 | $74,888-76.7% | $71,209-75.5% | $142,382-87.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.83% | 345.14%-321.3pp | 282.51%-258.7pp | 217.08%-193.3pp |
| Employer contribution / active EE | $3,543 | $2,854+24.1% | $2,721+30.2% | $4,299-17.6% |
| Participant deferral / active EE | $3,543 | $4,454-20.5% | $4,175-15.1% | $6,507-45.6% |
| Admin fee / account holder | $128 | $5,568-97.7% | $5,349-97.6% | $12,624-99.0% |