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 | $11,476 | $114,381-90.0% | $107,525-89.3% | $142,382-91.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.11% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,774 | $4,015-55.8% | $3,754-52.7% | $4,299-58.7% |
| Participant deferral / active EE | $3,567 | $5,564-35.9% | $5,116-30.3% | $6,507-45.2% |
| Admin fee / account holder | $124 | $9,860-98.7% | $8,919-98.6% | $12,624-99.0% |