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 7-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 | $25,327 | $102,616-75.3% | $81,983-69.1% | $158,922-84.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 21.80% | 61.04%-39.2pp | 41.31%-19.5pp | 302.83%-281.0pp |
| Employer contribution / active EE | $3,400 | $3,240+4.9% | $2,498+36.1% | $4,761-28.6% |
| Participant deferral / active EE | $5,100 | $4,648+9.7% | $3,722+37.0% | $5,982-14.7% |
| Admin fee / account holder | $81 | $8,235-99.0% | $5,664-98.6% | $11,246-99.3% |