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 | $25,031 | $190,805-86.9% | $159,960-84.4% | $134,475-81.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 0.23% | 552.23%-552.0pp | 408.60%-408.4pp | 417.96%-417.7pp |
| Employer contribution / active EE | $1,267 | $4,995-74.6% | $4,226-70.0% | $4,740-73.3% |
| Participant deferral / active EE | $13,590 | $6,923+96.3% | $6,182+119.8% | $6,400+112.4% |
| Admin fee / account holder | $13 | $10,471-99.9% | $8,698-99.8% | $11,426-99.9% |