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 | $13,874 | $81,248-82.9% | $155,509-91.1% | $80,856-82.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.65% | 33.31%-19.7pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,788 | $3,100-10.1% | $4,672-40.3% | $2,755+1.2% |
| Participant deferral / active EE | $4,718 | $3,452+36.7% | $5,626-16.1% | $4,296+9.8% |
| Admin fee / account holder | $169 | $7,997-97.9% | $15,912-98.9% | $6,918-97.6% |