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 | $18,732 | $107,452-82.6% | $91,541-79.5% | $142,382-86.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 23.96% | 22.06%+1.9pp | 20.50%+3.5pp | 217.08%-193.1pp |
| Employer contribution / active EE | $2,146 | $2,994-28.3% | $2,505-14.3% | $4,299-50.1% |
| Participant deferral / active EE | $4,543 | $4,754-4.5% | $4,008+13.3% | $6,507-30.2% |
| Admin fee / account holder | $80 | $8,834-99.1% | $6,956-98.9% | $12,624-99.4% |