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 | $10,825 | $74,888-85.5% | $71,209-84.8% | $142,382-92.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.04% | 345.14%-325.1pp | 282.51%-262.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,170 | $2,854-24.0% | $2,721-20.2% | $4,299-49.5% |
| Participant deferral / active EE | $7,442 | $4,454+67.1% | $4,175+78.2% | $6,507+14.4% |
| Admin fee / account holder | $112 | $5,568-98.0% | $5,349-97.9% | $12,624-99.1% |