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 | $13,063 | $106,584-87.7% | $101,326-87.1% | $142,382-90.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.50% | 36.93%-14.4pp | 36.82%-14.3pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,268 | $3,956-67.9% | $3,665-65.4% | $4,299-70.5% |
| Participant deferral / active EE | $3,085 | $8,297-62.8% | $7,994-61.4% | $6,507-52.6% |
| Admin fee / account holder | $11 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |