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 | $17,174 | $95,266-82.0% | $82,389-79.2% | $142,382-87.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 22.55% | 25.74%-3.2pp | 28.67%-6.1pp | 217.08%-194.5pp |
| Employer contribution / active EE | $2,221 | $2,991-25.7% | $2,517-11.8% | $4,299-48.3% |
| Participant deferral / active EE | $2,777 | $4,809-42.3% | $4,155-33.2% | $6,507-57.3% |
| Admin fee / account holder | $27 | $8,563-99.7% | $7,231-99.6% | $12,624-99.8% |