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 | $20,200 | $173,345-88.3% | $136,007-85.1% | $145,922-86.2% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 30.99% | 1163.32%-1132.3pp | 579.32%-548.3pp | 561.29%-530.3pp |
| Employer contribution / active EE | $2,049 | $5,278-61.2% | $4,217-51.4% | $4,660-56.0% |
| Participant deferral / active EE | $4,075 | $8,699-53.2% | $7,025-42.0% | $6,688-39.1% |
| Admin fee / account holder | $204 | $9,954-98.0% | $6,858-97.0% | $13,397-98.5% |