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 | $17,362 | $159,602-89.1% | $150,045-88.4% | $142,382-87.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 117.67% | 70.24%+47.4pp | 62.55%+55.1pp | 217.08%-99.4pp |
| Employer contribution / active EE | $1,595 | $4,961-67.8% | $4,693-66.0% | $4,299-62.9% |
| Participant deferral / active EE | $3,190 | $8,310-61.6% | $7,997-60.1% | $6,507-51.0% |
| Admin fee / account holder | $23 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |