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 | $12,536 | $104,974-88.1% | $95,585-86.9% | $142,382-91.2% |
| Participation rate | 93.3% | 75.0%+18.4pp | 72.1%+21.3pp | 80.1%+13.2pp |
| Annual return | 28.82% | 210.33%-181.5pp | 38.56%-9.7pp | 217.08%-188.3pp |
| Employer contribution / active EE | $1,203 | $2,779-56.7% | $2,527-52.4% | $4,299-72.0% |
| Participant deferral / active EE | $3,657 | $4,352-16.0% | $4,023-9.1% | $6,507-43.8% |
| Admin fee / account holder | $36 | $6,386-99.4% | $6,127-99.4% | $12,624-99.7% |