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 | $8,492 | $95,266-91.1% | $82,389-89.7% | $142,382-94.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 30.25% | 25.74%+4.5pp | 28.67%+1.6pp | 217.08%-186.8pp |
| Employer contribution / active EE | $1,566 | $2,991-47.7% | $2,517-37.8% | $4,299-63.6% |
| Participant deferral / active EE | $4,483 | $4,809-6.8% | $4,155+7.9% | $6,507-31.1% |
| Admin fee / account holder | $34 | $8,563-99.6% | $7,231-99.5% | $12,624-99.7% |