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 | $15,530 | $117,983-86.8% | $101,794-84.7% | $142,382-89.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.48% | 36.92%-22.4pp | 30.53%-16.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,596 | $2,773+29.7% | $2,289+57.1% | $4,299-16.4% |
| Participant deferral / active EE | $3,596 | $4,714-23.7% | $4,084-12.0% | $6,507-44.7% |
| Admin fee / account holder | $193 | $10,433-98.2% | $8,777-97.8% | $12,624-98.5% |