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 | $23,776 | $111,754-78.7% | $103,333-77.0% | $145,922-83.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.29% | 24.77%-13.5pp | 24.88%-13.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,153 | $4,212-72.6% | $3,868-70.2% | $4,660-75.3% |
| Participant deferral / active EE | $7,527 | $5,619+34.0% | $5,057+48.8% | $6,688+12.5% |
| Admin fee / account holder | $77 | $9,750-99.2% | $8,355-99.1% | $13,397-99.4% |