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 | $24,980 | $106,584-76.6% | $101,326-75.3% | $142,382-82.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 29.33% | 36.93%-7.6pp | 36.82%-7.5pp | 217.08%-187.7pp |
| Employer contribution / active EE | $4,897 | $3,956+23.8% | $3,665+33.6% | $4,299+13.9% |
| Participant deferral / active EE | $12,741 | $8,297+53.6% | $7,994+59.4% | $6,507+95.8% |
| Admin fee / account holder | $49 | $11,446-99.6% | $11,185-99.6% | $12,624-99.6% |