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 | $22,300 | $114,381-80.5% | $107,525-79.3% | $142,382-84.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 24.93% | 242.71%-217.8pp | 181.32%-156.4pp | 217.08%-192.1pp |
| Employer contribution / active EE | $3,391 | $4,015-15.5% | $3,754-9.7% | $4,299-21.1% |
| Participant deferral / active EE | $3,931 | $5,564-29.4% | $5,116-23.2% | $6,507-39.6% |
| Admin fee / account holder | $191 | $9,860-98.1% | $8,919-97.9% | $12,624-98.5% |