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 | $8,696 | $99,877-91.3% | $84,966-89.8% | $145,922-94.0% |
| Participation rate | 85.0% | 74.1%+10.9pp | 67.5%+17.5pp | 80.3%+4.7pp |
| Annual return | 13.68% | 83.76%-70.1pp | 66.38%-52.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,275 | $3,231-29.6% | $2,727-16.6% | $4,660-51.2% |
| Participant deferral / active EE | $4,069 | $5,291-23.1% | $4,519-10.0% | $6,688-39.2% |
| Admin fee / account holder | $17 | $7,248-99.8% | $6,149-99.7% | $13,397-99.9% |