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 6-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 | $26,543 | $138,044-80.8% | $125,339-78.8% | $134,475-80.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 5.44% | 750.33%-744.9pp | 572.05%-566.6pp | 417.96%-412.5pp |
| Employer contribution / active EE | $2,138 | $5,243-59.2% | $4,814-55.6% | $4,740-54.9% |
| Participant deferral / active EE | $9,745 | $7,799+25.0% | $7,446+30.9% | $6,400+52.3% |
| Admin fee / account holder | $158 | $11,571-98.6% | $10,010-98.4% | $11,426-98.6% |