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 | $12,331 | $117,983-89.5% | $101,794-87.9% | $142,382-91.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.98% | 36.92%-18.9pp | 30.53%-12.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $612 | $2,773-77.9% | $2,289-73.3% | $4,299-85.8% |
| Participant deferral / active EE | $3,896 | $4,714-17.3% | $4,084-4.6% | $6,507-40.1% |
| Admin fee / account holder | $36 | $10,433-99.7% | $8,777-99.6% | $12,624-99.7% |