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 | $9,697 | $107,452-91.0% | $91,541-89.4% | $142,382-93.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 26.16% | 22.06%+4.1pp | 20.50%+5.7pp | 217.08%-190.9pp |
| Employer contribution / active EE | $1,703 | $2,994-43.1% | $2,505-32.0% | $4,299-60.4% |
| Participant deferral / active EE | $4,793 | $4,754+0.8% | $4,008+19.6% | $6,507-26.3% |
| Admin fee / account holder | $298 | $8,834-96.6% | $6,956-95.7% | $12,624-97.6% |