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 | $15,873 | $111,724-85.8% | $93,606-83.0% | $145,922-89.1% |
| Participation rate | 88.2% | 74.2%+14.0pp | 68.7%+19.5pp | 80.3%+8.0pp |
| Annual return | 15.91% | 202.98%-187.1pp | 133.20%-117.3pp | 561.29%-545.4pp |
| Employer contribution / active EE | $3,067 | $3,090-0.7% | $2,420+26.8% | $4,660-34.2% |
| Participant deferral / active EE | $4,338 | $4,912-11.7% | $4,411-1.7% | $6,688-35.1% |
| Admin fee / account holder | $199 | $10,250-98.1% | $8,285-97.6% | $13,397-98.5% |