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 | $21,838 | $74,888-70.8% | $71,209-69.3% | $142,382-84.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.25% | 345.14%-325.9pp | 282.51%-263.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,258 | $2,854+14.1% | $2,721+19.7% | $4,299-24.2% |
| Participant deferral / active EE | $6,298 | $4,454+41.4% | $4,175+50.8% | $6,507-3.2% |
| Admin fee / account holder | $274 | $5,568-95.1% | $5,349-94.9% | $12,624-97.8% |