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 | $17,085 | $74,888-77.2% | $71,209-76.0% | $142,382-88.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.64% | 345.14%-322.5pp | 282.51%-259.9pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,964 | $2,854-31.2% | $2,721-27.8% | $4,299-54.3% |
| Participant deferral / active EE | $7,375 | $4,454+65.6% | $4,175+76.6% | $6,507+13.3% |
| Admin fee / account holder | $29 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |