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 | $15,382 | $105,126-85.4% | $94,646-83.7% | $139,434-89.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.05% | 38.03%-17.0pp | 156.71%-135.7pp | 372.94%-351.9pp |
| Employer contribution / active EE | $1,982 | $4,106-51.7% | $3,672-46.0% | $4,751-58.3% |
| Participant deferral / active EE | $7,140 | $7,599-6.0% | $7,418-3.7% | $6,710+6.4% |
| Admin fee / account holder | $175 | $8,984-98.0% | $7,231-97.6% | $11,403-98.5% |