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 | $17,819 | $159,602-88.8% | $150,045-88.1% | $142,382-87.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.28% | 70.24%-46.0pp | 62.55%-38.3pp | 217.08%-192.8pp |
| Employer contribution / active EE | $3,171 | $4,961-36.1% | $4,693-32.4% | $4,299-26.2% |
| Participant deferral / active EE | $3,456 | $8,310-58.4% | $7,997-56.8% | $6,507-46.9% |
| Admin fee / account holder | $160 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |