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 | $13,753 | $177,572-92.3% | $154,803-91.1% | $142,382-90.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.72% | 65.07%-40.4pp | 58.88%-34.2pp | 217.08%-192.4pp |
| Employer contribution / active EE | $1,267 | $4,810-73.7% | $4,305-70.6% | $4,299-70.5% |
| Participant deferral / active EE | $4,037 | $6,272-35.6% | $5,540-27.1% | $6,507-38.0% |
| Admin fee / account holder | $163 | $16,786-99.0% | $14,329-98.9% | $12,624-98.7% |