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 | $13,584 | $177,572-92.4% | $154,803-91.2% | $142,382-90.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 30.89% | 65.07%-34.2pp | 58.88%-28.0pp | 217.08%-186.2pp |
| Employer contribution / active EE | $2,186 | $4,810-54.6% | $4,305-49.2% | $4,299-49.2% |
| Participant deferral / active EE | $3,775 | $6,272-39.8% | $5,540-31.9% | $6,507-42.0% |
| Admin fee / account holder | $12 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |