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 | $11,183 | $104,974-89.3% | $95,585-88.3% | $142,382-92.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.81% | 210.33%-194.5pp | 38.56%-22.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,159 | $2,779-58.3% | $2,527-54.1% | $4,299-73.0% |
| Participant deferral / active EE | $2,425 | $4,352-44.3% | $4,023-39.7% | $6,507-62.7% |
| Admin fee / account holder | $126 | $6,386-98.0% | $6,127-97.9% | $12,624-99.0% |