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 | $22,218 | $163,101-86.4% | $136,749-83.8% | $142,382-84.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 23.54% | 27.54%-4.0pp | 24.33%-0.8pp | 217.08%-193.5pp |
| Employer contribution / active EE | $1,778 | $4,117-56.8% | $3,400-47.7% | $4,299-58.6% |
| Participant deferral / active EE | $2,316 | $5,585-58.5% | $4,692-50.7% | $6,507-64.4% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |