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 | $28,611 | $177,572-83.9% | $154,803-81.5% | $142,382-79.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.67% | 65.07%-52.4pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,156 | $4,810-55.2% | $4,305-49.9% | $4,299-49.9% |
| Participant deferral / active EE | $4,953 | $6,272-21.0% | $5,540-10.6% | $6,507-23.9% |
| Admin fee / account holder | $225 | $16,786-98.7% | $14,329-98.4% | $12,624-98.2% |