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 | $21,334 | $114,381-81.3% | $107,525-80.2% | $142,382-85.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 27.19% | 242.71%-215.5pp | 181.32%-154.1pp | 217.08%-189.9pp |
| Employer contribution / active EE | $3,489 | $4,015-13.1% | $3,754-7.1% | $4,299-18.9% |
| Participant deferral / active EE | $6,062 | $5,564+8.9% | $5,116+18.5% | $6,507-6.8% |
| Admin fee / account holder | $16 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |