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 | $10,034 | $114,381-91.2% | $107,525-90.7% | $142,382-93.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 25.25% | 242.71%-217.5pp | 181.32%-156.1pp | 217.08%-191.8pp |
| Employer contribution / active EE | $1,354 | $4,015-66.3% | $3,754-63.9% | $4,299-68.5% |
| Participant deferral / active EE | $2,301 | $5,564-58.6% | $5,116-55.0% | $6,507-64.6% |
| Admin fee / account holder | $74 | $9,860-99.2% | $8,919-99.2% | $12,624-99.4% |