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 | $27,369 | $114,381-76.1% | $107,525-74.5% | $142,382-80.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 26.02% | 242.71%-216.7pp | 181.32%-155.3pp | 217.08%-191.1pp |
| Employer contribution / active EE | $1,450 | $4,015-63.9% | $3,754-61.4% | $4,299-66.3% |
| Participant deferral / active EE | $6,791 | $5,564+22.0% | $5,116+32.7% | $6,507+4.4% |
| Admin fee / account holder | $45 | $9,860-99.5% | $8,919-99.5% | $12,624-99.6% |