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 | $18,714 | $210,648-91.1% | $177,989-89.5% | $145,922-87.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.06% | 385.86%-374.8pp | 294.48%-283.4pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,640 | $4,565-42.2% | $3,949-33.1% | $4,660-43.3% |
| Participant deferral / active EE | $2,739 | $6,958-60.6% | $6,276-56.4% | $6,688-59.1% |
| Admin fee / account holder | $300 | $12,013-97.5% | $10,363-97.1% | $13,397-97.8% |