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 | $13,805 | $106,584-87.0% | $101,326-86.4% | $142,382-90.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.95% | 36.93%-13.0pp | 36.82%-12.9pp | 217.08%-193.1pp |
| Employer contribution / active EE | $1,543 | $3,956-61.0% | $3,665-57.9% | $4,299-64.1% |
| Participant deferral / active EE | $5,172 | $8,297-37.7% | $7,994-35.3% | $6,507-20.5% |
| Admin fee / account holder | $36 | $11,446-99.7% | $11,185-99.7% | $12,624-99.7% |