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 | $19,278 | $159,602-87.9% | $150,045-87.2% | $142,382-86.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.51% | 70.24%-44.7pp | 62.55%-37.0pp | 217.08%-191.6pp |
| Employer contribution / active EE | $1,385 | $4,961-72.1% | $4,693-70.5% | $4,299-67.8% |
| Participant deferral / active EE | $5,156 | $8,310-38.0% | $7,997-35.5% | $6,507-20.8% |
| Admin fee / account holder | $31 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |