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 | $9,834 | $94,338-89.6% | $100,534-90.2% | $142,382-93.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 21.03% | 29.20%-8.2pp | 32.66%-11.6pp | 217.08%-196.0pp |
| Employer contribution / active EE | $5,891 | $4,237+39.0% | $4,346+35.5% | $4,299+37.0% |
| Participant deferral / active EE | $2,650 | $5,934-55.3% | $6,144-56.9% | $6,507-59.3% |
| Admin fee / account holder | $32 | $8,421-99.6% | $7,654-99.6% | $12,624-99.7% |