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 9-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 | $29,960 | $117,841-74.6% | $102,423-70.7% | $145,922-79.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.12% | 31.65%-16.5pp | 29.32%-14.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,717 | $3,615-24.8% | $3,023-10.1% | $4,660-41.7% |
| Participant deferral / active EE | $5,464 | $5,731-4.7% | $5,053+8.1% | $6,688-18.3% |
| Admin fee / account holder | $38 | $13,326-99.7% | $9,451-99.6% | $13,397-99.7% |