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 | $25,611 | $74,888-65.8% | $71,209-64.0% | $142,382-82.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.79% | 345.14%-322.3pp | 282.51%-259.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $3,342 | $2,854+17.1% | $2,721+22.8% | $4,299-22.3% |
| Participant deferral / active EE | $8,864 | $4,454+99.0% | $4,175+112.3% | $6,507+36.2% |
| Admin fee / account holder | $53 | $5,568-99.0% | $5,349-99.0% | $12,624-99.6% |