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 | $26,136 | $121,625-78.5% | $104,607-75.0% | $158,922-83.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.89% | 465.26%-451.4pp | 340.46%-326.6pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,956 | $3,163-38.2% | $2,681-27.0% | $4,761-58.9% |
| Participant deferral / active EE | $5,911 | $4,177+41.5% | $3,740+58.1% | $5,982-1.2% |
| Admin fee / account holder | $213 | $7,787-97.3% | $6,473-96.7% | $11,246-98.1% |