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 | $15,821 | $114,381-86.2% | $107,525-85.3% | $142,382-88.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.11% | 242.71%-221.6pp | 181.32%-160.2pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,842 | $4,015-54.1% | $3,754-50.9% | $4,299-57.2% |
| Participant deferral / active EE | $1,842 | $5,564-66.9% | $5,116-64.0% | $6,507-71.7% |
| Admin fee / account holder | $136 | $9,860-98.6% | $8,919-98.5% | $12,624-98.9% |