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 | $9,678 | $74,888-87.1% | $71,209-86.4% | $142,382-93.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 27.13% | 345.14%-318.0pp | 282.51%-255.4pp | 217.08%-189.9pp |
| Employer contribution / active EE | $1,592 | $2,854-44.2% | $2,721-41.5% | $4,299-63.0% |
| Participant deferral / active EE | $2,282 | $4,454-48.8% | $4,175-45.3% | $6,507-64.9% |
| Admin fee / account holder | $113 | $5,568-98.0% | $5,349-97.9% | $12,624-99.1% |