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 | $11,032 | $99,877-89.0% | $84,966-87.0% | $145,922-92.4% |
| Participation rate | 93.3% | 74.1%+19.2pp | 67.5%+25.8pp | 80.3%+13.1pp |
| Annual return | 20.59% | 83.76%-63.2pp | 66.38%-45.8pp | 561.29%-540.7pp |
| Employer contribution / active EE | $2,513 | $3,231-22.2% | $2,727-7.9% | $4,660-46.1% |
| Participant deferral / active EE | $4,240 | $5,291-19.9% | $4,519-6.2% | $6,688-36.6% |
| Admin fee / account holder | $54 | $7,248-99.3% | $6,149-99.1% | $13,397-99.6% |