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 5-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 | $20,433 | $77,419-73.6% | $69,455-70.6% | $152,861-86.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 24.53% | 39.06%-14.5pp | 28.97%-4.4pp | 345.32%-320.8pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,534 | $4,414-65.2% | $3,535-56.6% | $5,850-73.8% |
| Admin fee / account holder | $31 | $6,207-99.5% | $3,839-99.2% | $11,596-99.7% |