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 10-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 | $24,895 | $165,335-84.9% | $149,696-83.4% | $158,922-84.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.32% | 348.15%-329.8pp | 276.60%-258.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $6,147 | $5,103+20.5% | $4,644+32.3% | $4,761+29.1% |
| Participant deferral / active EE | $5,407 | $7,181-24.7% | $6,842-21.0% | $5,982-9.6% |
| Admin fee / account holder | $279 | $10,807-97.4% | $9,309-97.0% | $11,246-97.5% |