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 | $12,730 | $158,398-92.0% | $126,539-89.9% | $142,382-91.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 25.58% | 593.76%-568.2pp | 425.95%-400.4pp | 217.08%-191.5pp |
| Employer contribution / active EE | $1,575 | $4,650-66.1% | $3,674-57.1% | $4,299-63.4% |
| Participant deferral / active EE | $3,188 | $4,767-33.1% | $4,083-21.9% | $6,507-51.0% |
| Admin fee / account holder | $99 | $6,918-98.6% | $6,065-98.4% | $12,624-99.2% |