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 | $17,565 | $74,888-76.5% | $71,209-75.3% | $142,382-87.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.57% | 345.14%-324.6pp | 282.51%-261.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,421 | $2,854-50.2% | $2,721-47.8% | $4,299-67.0% |
| Participant deferral / active EE | $2,506 | $4,454-43.7% | $4,175-40.0% | $6,507-61.5% |
| Admin fee / account holder | $248 | $5,568-95.6% | $5,349-95.4% | $12,624-98.0% |