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 | $10,578 | $114,381-90.8% | $107,525-90.2% | $142,382-92.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.71% | 242.71%-222.0pp | 181.32%-160.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,155 | $4,015-71.2% | $3,754-69.2% | $4,299-73.1% |
| Participant deferral / active EE | $1,699 | $5,564-69.5% | $5,116-66.8% | $6,507-73.9% |
| Admin fee / account holder | $104 | $9,860-99.0% | $8,919-98.8% | $12,624-99.2% |