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 | $21,893 | $111,754-80.4% | $103,333-78.8% | $145,922-85.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 24.86% | 24.77%+0.1pp | 24.88%0pp | 561.29%-536.4pp |
| Employer contribution / active EE | $7,050 | $4,212+67.4% | $3,868+82.3% | $4,660+51.3% |
| Participant deferral / active EE | $9,597 | $5,619+70.8% | $5,057+89.8% | $6,688+43.5% |
| Admin fee / account holder | $156 | $9,750-98.4% | $8,355-98.1% | $13,397-98.8% |