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 | $27,439 | $104,974-73.9% | $95,585-71.3% | $142,382-80.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.21% | 210.33%-198.1pp | 38.56%-26.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,479 | $2,779+25.2% | $2,527+37.7% | $4,299-19.1% |
| Participant deferral / active EE | $5,674 | $4,352+30.4% | $4,023+41.0% | $6,507-12.8% |
| Admin fee / account holder | $44 | $6,386-99.3% | $6,127-99.3% | $12,624-99.7% |