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 | $12,590 | $177,572-92.9% | $154,803-91.9% | $142,382-91.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.25% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,667 | $4,810-44.6% | $4,305-38.1% | $4,299-38.0% |
| Participant deferral / active EE | $4,010 | $6,272-36.1% | $5,540-27.6% | $6,507-38.4% |
| Admin fee / account holder | $70 | $16,786-99.6% | $14,329-99.5% | $12,624-99.4% |