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 | $20,851 | $114,381-81.8% | $107,525-80.6% | $142,382-85.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 32.57% | 242.71%-210.1pp | 181.32%-148.7pp | 217.08%-184.5pp |
| Employer contribution / active EE | $1,975 | $4,015-50.8% | $3,754-47.4% | $4,299-54.1% |
| Participant deferral / active EE | $2,454 | $5,564-55.9% | $5,116-52.0% | $6,507-62.3% |
| Admin fee / account holder | $140 | $9,860-98.6% | $8,919-98.4% | $12,624-98.9% |