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 | $9,439 | $104,974-91.0% | $95,585-90.1% | $142,382-93.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 24.27% | 210.33%-186.1pp | 38.56%-14.3pp | 217.08%-192.8pp |
| Employer contribution / active EE | $1,511 | $2,779-45.6% | $2,527-40.2% | $4,299-64.9% |
| Participant deferral / active EE | $2,593 | $4,352-40.4% | $4,023-35.5% | $6,507-60.2% |
| Admin fee / account holder | $61 | $6,386-99.0% | $6,127-99.0% | $12,624-99.5% |