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 | $7,533 | $74,888-89.9% | $71,209-89.4% | $142,382-94.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 27.03% | 345.14%-318.1pp | 282.51%-255.5pp | 217.08%-190.0pp |
| Employer contribution / active EE | $2,011 | $2,854-29.5% | $2,721-26.1% | $4,299-53.2% |
| Participant deferral / active EE | $3,043 | $4,454-31.7% | $4,175-27.1% | $6,507-53.2% |
| Admin fee / account holder | $13 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |