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 | $11,877 | $114,381-89.6% | $107,525-89.0% | $142,382-91.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 25.16% | 242.71%-217.5pp | 181.32%-156.2pp | 217.08%-191.9pp |
| Employer contribution / active EE | $2,873 | $4,015-28.4% | $3,754-23.5% | $4,299-33.2% |
| Participant deferral / active EE | $3,591 | $5,564-35.5% | $5,116-29.8% | $6,507-44.8% |
| Admin fee / account holder | $35 | $9,860-99.6% | $8,919-99.6% | $12,624-99.7% |