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 | $14,032 | $95,266-85.3% | $82,389-83.0% | $142,382-90.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11.17% | 25.74%-14.6pp | 28.67%-17.5pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,672 | $2,991-44.1% | $2,517-33.6% | $4,299-61.1% |
| Participant deferral / active EE | $2,706 | $4,809-43.7% | $4,155-34.9% | $6,507-58.4% |
| Admin fee / account holder | $209 | $8,563-97.6% | $7,231-97.1% | $12,624-98.3% |