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 | $17,063 | $159,602-89.3% | $150,045-88.6% | $142,382-88.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 42.49% | 70.24%-27.7pp | 62.55%-20.1pp | 217.08%-174.6pp |
| Employer contribution / active EE | $1,097 | $4,961-77.9% | $4,693-76.6% | $4,299-74.5% |
| Participant deferral / active EE | $4,298 | $8,310-48.3% | $7,997-46.3% | $6,507-34.0% |
| Admin fee / account holder | $91 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |