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 | $17,469 | $159,602-89.1% | $150,045-88.4% | $142,382-87.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.58% | 70.24%-47.7pp | 62.55%-40.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $2,553 | $4,961-48.5% | $4,693-45.6% | $4,299-40.6% |
| Participant deferral / active EE | $3,984 | $8,310-52.1% | $7,997-50.2% | $6,507-38.8% |
| Admin fee / account holder | $95 | $14,846-99.4% | $13,435-99.3% | $12,624-99.2% |