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 | $36,046 | $111,754-67.7% | $103,333-65.1% | $145,922-75.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.79% | 24.77%-9.0pp | 24.88%-9.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,743 | $4,212-11.2% | $3,868-3.2% | $4,660-19.7% |
| Participant deferral / active EE | $19,264 | $5,619+242.9% | $5,057+280.9% | $6,688+188.1% |
| Admin fee / account holder | $64 | $9,750-99.3% | $8,355-99.2% | $13,397-99.5% |