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 | $20,448 | $74,888-72.7% | $71,209-71.3% | $142,382-85.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.84% | 345.14%-321.3pp | 282.51%-258.7pp | 217.08%-193.2pp |
| Employer contribution / active EE | $3,324 | $2,854+16.5% | $2,721+22.2% | $4,299-22.7% |
| Participant deferral / active EE | $8,250 | $4,454+85.2% | $4,175+97.6% | $6,507+26.8% |
| Admin fee / account holder | $24 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |