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 | $11,080 | $107,452-89.7% | $91,541-87.9% | $142,382-92.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 31.43% | 22.06%+9.4pp | 20.50%+10.9pp | 217.08%-185.7pp |
| Employer contribution / active EE | $1,992 | $2,994-33.5% | $2,505-20.5% | $4,299-53.7% |
| Participant deferral / active EE | $3,715 | $4,754-21.9% | $4,008-7.3% | $6,507-42.9% |
| Admin fee / account holder | $50 | $8,834-99.4% | $6,956-99.3% | $12,624-99.6% |