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 | $17,072 | $177,572-90.4% | $154,803-89.0% | $142,382-88.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.74% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,086 | $4,810-77.4% | $4,305-74.8% | $4,299-74.7% |
| Participant deferral / active EE | $2,576 | $6,272-58.9% | $5,540-53.5% | $6,507-60.4% |
| Admin fee / account holder | $131 | $16,786-99.2% | $14,329-99.1% | $12,624-99.0% |