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 | $13,829 | $69,207-80.0% | $64,056-78.4% | $139,434-90.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 39.74% | 45.88%-6.1pp | 33.69%+6.1pp | 372.94%-333.2pp |
| Employer contribution / active EE | $943 | $3,182-70.4% | $2,747-65.7% | $4,751-80.2% |
| Participant deferral / active EE | $5,369 | $4,682+14.7% | $3,880+38.4% | $6,710-20.0% |
| Admin fee / account holder | $14 | $4,244-99.7% | $3,068-99.5% | $11,403-99.9% |